Paradice Investment Management LLC holds a focused book of 21 stocks worth $626.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Acv Auctions Inc-A and trimmed Generac Holdings Inc. Their largest long position is Generac Holdings Inc at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Paradice Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 26 / 21 | $23.9B |
| JPMORGAN CHASE & CO | 26 / 21 | $11.0B |
| MORGAN STANLEY | 26 / 21 | $8.7B |
| UBS Group AG | 26 / 21 | $5.2B |
| ROYAL BANK OF CANADA | 26 / 21 | $2.9B |
| BARCLAYS PLC | 26 / 21 | $2.0B |
| WELLS FARGO & COMPANY/MN | 26 / 21 | $1.9B |
| Legal & General Group Plc | 26 / 21 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Paradice Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Generac Hldgs Inc COM | $51.6M | 176.1K | 8.2% | ▼−15% Reduced · −32K sh | |
| 2 | Mohawk Inds Inc COM | $42.5M | 349.9K | 6.8% | ▲+19% Added · +56K sh | |
| 3 | Flowserve Corp COM | $41.8M | 563.4K | 6.7% | ▲+11% Added · +55K sh | |
| 4 | Globus Med Inc CL A | $39.0M | 493.9K | 6.2% | ▲+0.5% Added · +3K sh | |
| 5 | Acv Auctions Inc COM CL A | $36.1M | 5.02M | 5.8% | ▲New New position | |
| 6 | Lear Corp COM NEW | $35.8M | 266.9K | 5.7% | ▼−16% Reduced · −49K sh | |
| 7 | Dlocal Ltd CLASS A COM | $35.5M | 2.73M | 5.7% | ▲+27% Added · +579K sh | |
| 8 | Gates Indl Corp PLC ORD SHS | $35.2M | 1.26M | 5.6% | ▼−0.9% Reduced · −11K sh | |
| 9 | Livanova PLC SHS | $34.0M | 413.7K | 5.4% | ▼−0.9% Reduced · −4K sh | |
| 10 | Envista Holdings Corporation COM | $33.8M | 1.28M | 5.4% | ▼−9.0% Reduced · −126K sh | |
| 11 | Knife River Corp COMMON STOCK | $33.6M | 401.9K | 5.4% | ▲+31% Added · +95K sh | |
| 12 | Cactus Inc CL A | $32.3M | 629.9K | 5.2% | ▼−0.9% Reduced · −6K sh | |
| 13 | Tandem Diabetes Care Inc COM NEW | $30.5M | 2.02M | 4.9% | ▼−0.9% Reduced · −18K sh | |
| 14 | Openlane Inc COM | $28.4M | 688.7K | 4.5% | ▼−12% Reduced · −98K sh | |
| 15 | Itt Inc COM | $27.5M | 139.1K | 4.4% | ▼−1.6% Reduced · −2K sh | |
| 16 | McGrath Rentcorp COM | $27.2M | 224.6K | 4.3% | ▲+42% Added · +66K sh | |
| 17 | Transcat Inc COM | $22.8M | 246.1K | 3.6% | ▼−0.9% Reduced · −2K sh | |
| 18 | Cno Finl Group Inc COM | $13.9M | 273.3K | 2.2% | —Held | |
| 19 | Axis Cap Hldgs Ltd SHS | $13.8M | 128.2K | 2.2% | ▼−0.8% Reduced · −989 sh | |
| 20 | Endava PLC ADS | $8.3M | 2.95M | 1.3% | ▼−1.0% Reduced · −31K sh | |
| 21 | Skillsoft Corp CL A | $2.9M | 561.6K | 0.5% | ▼−1.0% Reduced · −6K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1620275/holdings"
Use Arkolith to show Paradice Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.