§ 13F · FUND PROFILE
PARADIGM CAPITAL MANAGEMENT INC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.3B (13F)Positions · 194Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | 1.38M | $298M | 11.4% | −1% |
| 2 | FN | Fabrinet | 528K | $275M | 10.5% | ±0% |
| 3 | AVGO | Broadcom Ltd | 809K | $250M | 9.6% | ±0% |
| 4 | ONTO | Onto Innovation Inc. | 1.05M | $216M | 8.3% | −2% |
| 5 | JBL | Jabil Inc | 531K | $141M | 5.4% | −2% |
| 6 | DCO | Ducommun Inc | 771K | $94M | 3.6% | ±0% |
| 7 | ENS | EnerSys | 442K | $77M | 2.9% | −5% |
| 8 | EXTR | Extreme Networks | 4.75M | $72M | 2.7% | +5% |
| 9 | VECO | Veeco Instruments | 1.91M | $65M | 2.5% | −10% |
| 10 | GMED | Globus Medical Inc Cl A new | 740K | $64M | 2.4% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARADIGM SIGNAL
AC read
PARADIGM CAPITAL MANAGEMENT INC/NY is a Other fund managing $2.3 billion in assets. The fund runs a portfolio of 194 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed