Paradigm Capital Management Inc holds a focused book of 112 stocks worth $2.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they trimmed Modine Manufacturing Co. Their largest long position is Modine Manufacturing Co at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1037792/holdings"
Use Arkolith to show PARADIGM CAPITAL MANAGEMENT INC/NY's latest holdings, largest changes, and filing provenance.
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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Modine Manufacturing Co COM | $315.4M | 1.46M | 12.1% | ▼−1.4% Reduced · −21K sh | |
| 2 | Fabrinet COM | $276.7M | 530.5K | 10.6% | —Held | |
| 3 | Broadcom Ltd COM | $250.4M | 809.0K | 9.6% | —Held | |
| 4 | Onto Innovation Inc. COM | $226.1M | 1.10M | 8.6% | ▼−2.1% Reduced · −23K sh | |
| 5 | Jabil Inc COM | $145.5M | 547.9K | 5.6% | ▼−1.8% Reduced · −10K sh | |
| 6 | Ducommun Inc COM | $94.0M | 770.5K | 3.6% | —Held | |
| 7 | Extreme Networks COM | $78.9M | 5.23M | 3.0% | ▲+5.3% Added · +262K sh | |
| 8 | EnerSys COM | $76.8M | 441.9K | 2.9% | ▼−5.1% Reduced · −24K sh | |
| 9 | Veeco Instruments COM | $73.5M | 2.17M | 2.8% | ▼−9.5% Reduced · −229K sh | |
| 10 | Globus Medical Inc Cl A new COM | $70.8M | 822.3K | 2.7% | ▼−13% Reduced · −124K sh | |
| 11 | Ensign Group, Inc. COM | $68.9M | 342.1K | 2.6% | ▼−0.6% Reduced · −2K sh | |
| 12 | Insight Enterprises COM | $64.1M | 955.9K | 2.5% | ▲+18% Added · +145K sh | |
| 13 | Entegris Inc COM | $61.4M | 523.7K | 2.3% | ▼−1.9% Reduced · −10K sh | |
| 14 | Enviri Corp COM | $43.8M | 2.23M | 1.7% | ▼−37% Reduced · −1.3M sh | |
| 15 | Pennant Group Inc. COM | $42.9M | 1.41M | 1.6% | ▼−0.3% Reduced · −4K sh | |
| 16 | Enovis Corporation COM | $40.4M | 1.78M | 1.5% | ▲+70% Added · +733K sh | |
| 17 | Orthofix Medical Inc. COM | $37.9M | 3.30M | 1.5% | —Held | |
| 18 | Ultra Clean Holdings Inc COM | $37.8M | 608.2K | 1.4% | —Held | |
| 19 | Integra Lifesciences Holdings Corp COM | $37.8M | 4.01M | 1.4% | ▲+51% Added · +1.3M sh | |
| 20 | Calix Inc COM | $37.6M | 768.2K | 1.4% | ▲+14% Added · +96K sh | |
| 21 | Dentsply Sirona, Inc. COM | $34.5M | 2.98M | 1.3% | ▲+24% Added · +579K sh | |
| 22 | Penguin Solutions Inc COM | $28.2M | 1.61M | 1.1% | ▲+74% Added · +682K sh | |
| 23 | Quidel Corp COM | $25.1M | 1.53M | 1.0% | ▲+84% Added · +697K sh | |
| 24 | Lumentum Holdings Inc. COM | $23.6M | 33.6K | 0.9% | —Held | |
| 25 | Cohu Inc. COM | $19.1M | 623.9K | 0.7% | ▼−32% Reduced · −291K sh | |
| 26 | Natera, Inc. COM | $18.1M | 90.4K | 0.7% | —Held | |
| 27 | Ribbon Communications Inc COM | $17.0M | 8.04M | 0.7% | ▼−3.4% Reduced · −287K sh | |
| 28 | Cerence Inc. COM | $15.8M | 2.51M | 0.6% | ▲+24% Added · +481K sh | |
| 29 | Kratos Defense & Security Solutions, Inc. COM | $15.2M | 215.5K | 0.6% | —Held | |
| 30 | EMCOR Group, Inc. COM | $15.1M | 20.5K | 0.6% | ▼−5.5% Reduced · −1K sh | |
| 31 | MaxLinear, Inc COM | $15.0M | 861.0K | 0.6% | —Held | |
| 32 | Teradyne Inc COM | $14.4M | 48.6K | 0.6% | —Held | |
| 33 | SI-Bone, Inc. COM | $14.2M | 1.13M | 0.5% | ▲+113% Added · +598K sh | |
| 34 | MiMedx COM | $13.5M | 3.41M | 0.5% | ▲+39% Added · +959K sh | |
| 35 | Helen of Troy Limited COM | $13.4M | 927.1K | 0.5% | ▲+64% Added · +363K sh | |
| 36 | TD SYNNEX Corporation COM | $11.7M | 69.3K | 0.4% | ▼−15% Reduced · −12K sh | |
| 37 | Kulicke & Soffa Industries Inc. COM | $11.3M | 171.3K | 0.4% | —Held | |
| 38 | J Jill Group COM | $10.5M | 914.3K | 0.4% | —Held | |
| 39 | Caleres Inc COM | $9.6M | 911.6K | 0.4% | —Held | |
| 40 | A10 Networks, Inc. COM | $9.3M | 401.4K | 0.4% | —Held | |
| 41 | Adtran Inc COM | $9.2M | 733.2K | 0.4% | ▼−35% Reduced · −397K sh | |
| 42 | MasterBrand Inc. COM | $9.0M | 1.08M | 0.3% | ▲+86% Added · +500K sh | |
| 43 | Bath & Body Works, Inc. COM | $9.0M | 481.1K | 0.3% | ▲+141% Added · +281K sh | |
| 44 | Kadant Inc. COM | $8.7M | 29.8K | 0.3% | —Held | |
| 45 | Zumiez, Inc. COM | $8.3M | 372.7K | 0.3% | ▼−22% Reduced · −106K sh | |
| 46 | WESCO International, Inc. COM | $8.2M | 30.0K | 0.3% | —Held | |
| 47 | AngioDynamics, Inc. COM | $8.2M | 718.2K | 0.3% | ▲+5.9% Added · +40K sh | |
| 48 | Federal Signal Corp COM | $7.6M | 70.0K | 0.3% | —Held | |
| 49 | Marvell Technology Inc. COM | $7.1M | 71.6K | 0.3% | —Held | |
| 50 | Builders Firstsource Inc COM | $7.1M | 85.8K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 174 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 178 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 194 | $2.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 187 | $2.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 195 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 193 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 199 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 201 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 203 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 201 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 214 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 214 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 218 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 229 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 232 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 235 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 25, 2022 | 239 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 254 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 8, 2021 | 252 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 251 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 244 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 20, 2021 | 245 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 20, 2020 | 242 | $1.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 3, 2020 | 237 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.