Paradice Investment Management LLC
Paradice Investment Management LLC reported 21 holdings worth US$627M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Paradice Investment Management LLC reported 21 holdings worth US$627M as of Jun 30, 2026. Largest: Generac Holdings Inc., Mohawk Industries, Inc. and Flowserve Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$627M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Generac Holdings Inc. | 176K | US$51.6M | 8.2% |
| Mohawk Industries, Inc. | 350K | US$42.5M | 6.8% |
| Flowserve Corporation | 563K | US$41.8M | 6.7% |
| Globus Medical, Inc. | 494K | US$39M | 6.2% |
| Acv Auctions Inc. | 5.02M | US$36.1M | 5.8% |
| Lear Corporation | 267K | US$35.8M | 5.7% |
| Dlocal Limited | 2.73M | US$35.5M | 5.7% |
| Envista Holdings Corporation | 1.28M | US$33.8M | 5.4% |
| Knife Riv Holding Co. | 402K | US$33.6M | 5.4% |
| Cactus, Inc. Class A Common Stock | 630K | US$32.3M | 5.2% |
| Tandem Diabetes Care, Inc. | 2.02M | US$30.5M | 4.9% |
| Openlane, Inc. | 689K | US$28.4M | 4.5% |
| Itt Inc. | 139K | US$27.5M | 4.4% |
| Mcgrath Rentcorp | 225K | US$27.2M | 4.3% |
| Transcat, Inc. | 246K | US$22.8M | 3.6% |
| Cno Financial Group, Inc. | 273K | US$13.9M | 2.2% |
| Axis Capital Holdings Limited | 128K | US$13.8M | 2.2% |
| Skillsoft Corp. | 562K | US$2.91M | 0.46% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |