Paradigm Capital Management Inc/Ny Top Holdings and 13F Report (2025) About Paradigm Capital Management Inc/NyInvestment ActivityParadigm Capital Management Inc/Ny has $2.16 billion in total holdings as of December 31, 2024.Paradigm Capital Management Inc/Ny owns shares of 128 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 6.74% of the portfolio was sold this quarter.This quarter, Paradigm Capital Management Inc/Ny has purchased 121 new stocks and bought additional shares in 14 stocks.Paradigm Capital Management Inc/Ny sold shares of 32 stocks and completely divested from 7 stocks this quarter.Largest Holdings Modine Manufacturing $191,087,419Broadcom $187,558,560Onto Innovation $184,160,183Fabrinet $116,954,172Insight Enterprises $90,674,415 Largest New Holdings this Quarter 030506109 - American Woodmark $23,953,561 Holding00486H105 - ADTRAN $20,155,268 HoldingG8232Y101 - SMART Global $6,831,640 Holding69380Q107 - PACS Group, Inc. $4,195,200 Holding03475V101 - AngioDynamics $3,700,649 Holding Largest Purchases this Quarter American Woodmark 301,189 shares (about $23.95M)Enovis 513,200 shares (about $22.52M)Integra LifeSciences 901,600 shares (about $20.45M)ADTRAN 2,419,600 shares (about $20.16M)Nature's Sunshine Products 659,200 shares (about $9.66M) Largest Sales this Quarter Axcelis Technologies 323,000 shares (about $22.57M)Aviat Networks 845,646 shares (about $15.31M)Calix 269,900 shares (about $9.41M)Cohu 262,985 shares (about $7.02M)Computer Programs and Systems 228,889 shares (about $4.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParadigm Capital Management Inc/Ny Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMODModine Manufacturing$191,087,419$115,930 ▼-0.1%1,648,3008.9%Auto/Tires/TrucksAVGOBroadcom$187,558,5600.0%809,0008.7%Computer and TechnologyONTOOnto Innovation$184,160,1830.0%1,104,9398.5%Computer and TechnologyFNFabrinet$116,954,1720.0%531,9005.4%Computer and TechnologyNSITInsight Enterprises$90,674,4150.0%596,1504.2%Retail/WholesaleEXTRExtreme Networks$86,877,252$840,348 ▼-1.0%5,189,8004.0%Computer and TechnologyJBLJabil$82,440,310$1,309,490 ▼-1.6%572,9003.8%Computer and TechnologyGMEDGlobus Medical$78,516,603$1,827,891 ▼-2.3%949,3003.6%MedicalDCODucommun$69,013,806$190,980 ▼-0.3%1,084,1003.2%AerospaceVECOVeeco Instruments$53,139,040$5,360 ▲0.0%1,982,8002.5%Computer and TechnologyENTGEntegris$53,066,442$198,120 ▲0.4%535,7002.5%Computer and TechnologyENSGThe Ensign Group$45,942,988$13,286 ▼0.0%345,8002.1%MedicalMDXGMiMedx Group$45,081,542$212,900 ▲0.5%4,686,2312.1%MedicalENSEnerSys$44,178,952$1,430,077 ▲3.3%477,9722.0%IndustrialsOFIXOrthofix Medical$43,403,814$1,232,676 ▼-2.8%2,485,9002.0%MedicalSUMSummit Materials$42,903,234$50,600 ▼-0.1%847,8902.0%ConstructionRBBNRibbon Communications$42,176,663$1,888,969 ▼-4.3%10,138,6212.0%Computer and TechnologyCALXCalix$36,864,564$9,411,413 ▼-20.3%1,057,2001.7%Computer and TechnologyNVRIEnviri$34,464,430$4,335,870 ▲14.4%4,475,9001.6%Business ServicesCNXCConcentrix$32,458,644$840,217 ▲2.7%750,1421.5%Business ServicesIARTIntegra LifeSciences$32,457,348$20,448,288 ▲170.3%1,431,1001.5%MedicalTCMDTactile Systems Technology$28,475,199$42,825 ▼-0.2%1,662,3001.3%MedicalJILLJ.Jill$25,446,306$7,891,448 ▲45.0%921,3001.2%Retail/WholesalePNTGThe Pennant Group$24,902,280$10,608 ▼0.0%939,0001.2%MedicalAMWDAmerican Woodmark$23,953,561$23,953,561 ▲New Holding301,1891.1%Consumer DiscretionaryUCTTUltra Clean$23,662,2900.0%658,2001.1%Computer and TechnologyENOVEnovis$23,396,816$22,519,216 ▲2,566.0%533,2001.1%MedicalSmurfit Westrock L$20,406,4770.0%378,8800.9%COMCRNCCerence$20,356,620$6,616,765 ▲48.2%2,593,2000.9%Computer and TechnologyADTNADTRAN$20,155,268$20,155,268 ▲New Holding2,419,6000.9%Business ServicesSIBNSI-BONE$19,432,155$979,031 ▲5.3%1,386,0310.9%MedicalCALCaleres$16,640,4600.0%718,5000.8%Consumer DiscretionaryNTRANatera$15,798,3400.0%99,8000.7%MedicalEMEEMCOR Group$15,012,743$102,128 ▼-0.7%33,0750.7%ConstructionKTOSKratos Defense & Security Solutions$14,865,1300.0%563,5000.7%AerospaceCOHUCohu$12,809,298$7,021,699 ▼-35.4%479,7490.6%Computer and TechnologyBLDRBuilders FirstSource$12,256,2480.0%85,7500.6%Retail/WholesaleNATRNature's Sunshine Products$12,009,472$9,663,872 ▲412.0%819,2000.6%MedicalKAIKadant$11,177,6760.0%32,4000.5%IndustrialsSNXTD SYNNEX$10,880,5350.0%92,7740.5%Computer and TechnologyACLSAxcelis Technologies$10,752,993$22,568,010 ▼-67.7%153,9000.5%Computer and TechnologyMRVLMarvell Technology$8,604,0550.0%77,9000.4%Computer and TechnologyKLICKulicke and Soffa Industries$7,994,025$7,394,444 ▲1,233.3%171,3250.4%Computer and TechnologyATENA10 Networks$7,871,5200.0%427,8000.4%Computer and TechnologyPTCPTC$7,354,8000.0%40,0000.3%Computer and TechnologySGHSMART Global$6,831,640$6,831,640 ▲New Holding356,0000.3%Computer and TechnologyADUSAddus HomeCare$6,552,0450.0%52,2700.3%MedicalFSSFederal Signal$6,467,3000.0%70,0000.3%Multi-Sector ConglomeratesTERTeradyne$6,126,0080.0%48,6500.3%Computer and TechnologyNNBRNN$6,069,774$3,534,069 ▲139.4%1,856,2000.3%IndustrialsKFRCKforce$5,960,5880.0%105,1250.3%Business ServicesWCCWESCO International$5,428,8000.0%30,0000.3%Computer and TechnologyCTRNCiti Trends$5,250,000$1,483,965 ▼-22.0%200,0000.2%Retail/WholesaleBCCBoise Cascade$5,155,5530.0%43,3750.2%ConstructionPACS Group, Inc.$4,195,200$4,195,200 ▲New Holding320,0000.2%COMJNJJohnson & Johnson$4,150,5940.0%28,7000.2%MedicalSXTSensient Technologies$3,967,4010.0%55,6750.2%Basic MaterialsGRMNGarmin$3,934,4100.0%19,0750.2%Computer and TechnologyZWSZurn Elkay Water Solutions$3,815,7900.0%102,3000.2%IndustrialsANGOAngioDynamics$3,700,649$3,700,649 ▲New Holding404,0010.2%MedicalBBYBest Buy$3,595,0200.0%41,9000.2%Retail/WholesaleRDNTRadNet$3,464,0640.0%49,6000.2%MedicalOCULOcular Therapeutix$3,416,000$3,416,000 ▲New Holding400,0000.2%MedicalMAAMid-America Apartment Communities$3,341,0310.0%21,6150.2%FinanceATRCAtriCure$3,279,0880.0%107,3000.2%MedicalARLOArlo Technologies$3,190,269$3,190,269 ▲New Holding285,1000.1%Computer and TechnologyNEOGNeogen$3,121,1940.0%257,1000.1%MedicalQDELQuidelOrtho$3,118,500$3,118,500 ▲New Holding70,0000.1%MedicalPRGSProgress Software$2,951,2950.0%45,3000.1%Computer and TechnologyLITELumentum$2,820,7200.0%33,6000.1%Computer and TechnologyAVNWAviat Networks$2,813,624$15,314,649 ▼-84.5%155,3630.1%Computer and TechnologyETONEton Pharmaceuticals$2,664,000$1,332,000 ▼-33.3%200,0000.1%MedicalCRSCarpenter Technology$2,647,4760.0%15,6000.1%Basic MaterialsAEOAmerican Eagle Outfitters$2,446,7390.0%146,7750.1%Retail/WholesaleMaxLinear, Inc$2,326,543$193,844 ▼-7.7%117,6210.1%COMAZTAAzenta$2,250,0000.0%45,0000.1%MedicalCCRNCross Country Healthcare$1,955,8320.0%107,7000.1%Business ServicesRRXRegal Rexnord$1,892,5860.0%12,2000.1%IndustrialsMASIMasimo$1,876,6510.0%11,3530.1%MedicalCPSIComputer Programs and Systems$1,873,400$4,513,691 ▼-70.7%95,0000.1%MedicalMEGMontrose Environmental Group$1,855,000$1,855,000 ▲New Holding100,0000.1%Business ServicesQRVOQorvo$1,809,7880.0%25,8800.1%Computer and TechnologyGENGenesis Healthcare$1,807,0800.0%66,0000.1%Business ServicesCLColgate-Palmolive$1,800,0180.0%19,8000.1%Consumer StaplesFORMFormFactor$1,667,6000.0%37,9000.1%Computer and TechnologyPSTGPure Storage$1,658,6100.0%27,0000.1%Computer and TechnologyRVTYRevvity$1,501,155$3,833,805 ▼-71.9%13,4500.1%MedicalGATXGATX$1,402,3880.0%9,0500.1%TransportationFRMEFirst Merchants$1,276,4800.0%32,0000.1%FinanceVMDViemed Healthcare$1,203,000$2,005,000 ▼-62.5%150,0000.1%MedicalMYRGMYR Group$1,190,1600.0%8,0000.1%UtilitiesSWKSSkyworks Solutions$1,090,764$2,217,000 ▼-67.0%12,3000.1%Computer and TechnologyKELYAKelly Services$1,082,093$1,819,171 ▼-62.7%77,6250.1%Business ServicesTTMITTM Technologies$1,076,6250.0%43,5000.0%Computer and TechnologyATIATI$990,7200.0%18,0000.0%Basic MaterialsIBMInternational Business Machines$945,2690.0%4,3000.0%Computer and TechnologyABTAbbott Laboratories$893,5690.0%7,9000.0%MedicalAFGAmerican Financial Group$883,1990.0%6,4500.0%FinanceATSGAir Transport Services Group$813,2600.0%37,0000.0%TransportationCIThe Cigna Group$717,9640.0%2,6000.0%MedicalShowing largest 100 holdings. 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