Palisades Investment Partners, LLC

Palisades Investment Partners, LLC reported 53 holdings worth US$352M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Palisades Investment Partners, LLC reported 53 holdings worth US$352M as of Jun 30, 2026. Largest: Spx Technologies, Inc., Krystal Biotech, Inc. and Park Aerospace Corp. Filed Aug 4, 2026 (Form 13F).

Holdings
53
Value as reported
US$352M

The filing in full

CompanySharesValue as reported% of portfolio
Spx Technologies, Inc.128KUS$31.3M8.9%
Krystal Biotech, Inc.47,801US$17.8M5.1%
Park Aerospace Corp.435KUS$16.6M4.7%
Travere Therapeutics, Inc.273KUS$15.5M4.4%
Willis Lease Finance Corporation63,039US$14.4M4.1%
Enova International, Inc.59,689US$14.4M4.1%
Ies Holdings, Inc.15,003US$11M3.1%
Paymentus Holdings, Inc.431KUS$10.4M3.0%
Ufp Technologies, Inc.38,826US$10.3M2.9%
Veracyte, Inc.175KUS$10.3M2.9%
Ichor Holdings89,720US$10.1M2.9%
Lightpath Technologies, Inc.610KUS$9.97M2.8%
Intuitive Machines, Inc.463KUS$9.9M2.8%
Sterling Infrastructure, Inc.11,045US$9.27M2.6%
Skywater Technology, Inc.260KUS$9.06M2.6%
Onto Innovation Inc.22,666US$8.58M2.4%
Paysign, Inc.1MUS$8.2M2.3%
M-tron Industries, Inc.82,296US$8.16M2.3%
Satellogic Inc.1.35MUS$7.73M2.2%
One Stop Systems, Inc.414KUS$7.53M2.1%
Itron, Inc.79,808US$6.91M2.0%
Mueller Water Products263KUS$6.79M1.9%
Voyager Technologies, Inc.203KUS$6.54M1.9%
American Superconductor Corporation157KUS$6.51M1.9%
Financial Institutions, Inc.151KUS$5.92M1.7%
First Financial Bancorp.165KUS$5.6M1.6%
Moelis & Company84,500US$5.53M1.6%
Amprius Technologies, Inc.368KUS$5.11M1.5%
Hyliion Holdings Corp.908KUS$4.73M1.3%
Intapp, Inc.180KUS$4.55M1.3%
Remitly Global, Inc.193KUS$4.32M1.2%
Otter Tail Corporation43,583US$3.92M1.1%
Poet Technologies Inc.348KUS$3.57M1.0%
Stifel Financial Corporation50,146US$3.5M1.00%
Cormedix Inc.427KUS$3.35M0.95%
Unusual Machines, Inc.149KUS$3.33M0.95%
Sps Commerce, Inc.55,838US$3.19M0.91%
Firstcash Holdings, Inc.13,954US$3.02M0.86%
Kingstone Companies, Inc149KUS$2.83M0.81%
Amtech Systems, Inc.103KUS$2.37M0.67%
Ufp Industries, Inc.25,242US$2.29M0.65%
Artesian Resources Corporation56,160US$1.91M0.54%
Tecogen Inc.323KUS$1.69M0.48%
Euronet Worldwide, Inc.22,427US$1.64M0.47%
Frp Holdings, Inc.46,978US$1.17M0.33%
Medpace Holdings, Inc.2,216US$1.17M0.33%
Cohu, Inc.13,771US$1.02M0.29%
Four Corners Property Trust, Inc.31,065US$773K0.22%
Badger Meter, Inc.4,714US$699K0.20%
Delcath Systems, Inc.23,273US$293K0.08%
Root, Inc.0US$00.00%
Genedx Holdings Corp.0US$00.00%
Innovative Solutions And Support, Inc.0US$00.00%
Lemaitre Vascular, Inc.0US$00.00%

Source

View original at SEC

Related