PARADIGM CAPITAL MANAGEMENT INC/NY — 13F holdings

PARADIGM CAPITAL MANAGEMENT INC/NY reported 174 holdings worth $3.67B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ONTO ONTO INNOVATION INC — $417M (11.3%)
2. MOD MODINE MFG CO — $388M (10.6%)
3. AVGO BROADCOM INC — $306M (8.3%)
4. FN FABRINET — $298M (8.1%)
5. JBL JABIL INC — $211M (5.7%)
6. VECO VEECO INSTRS INC DEL — $157M (4.3%)
7. DCO DUCOMMUN INC DEL — $143M (3.9%)
8. EXTR EXTREME NETWORKS — $137M (3.7%)
9. NSIT INSIGHT ENTERPRISES INC — $117M (3.2%)
10. ENS ENERSYS — $102M (2.8%)