Palisades Investment Partners as of June 30, 2024
Portfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 40 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transmedics Group (TMDX) | 10.4 | $21M | 140k | 150.62 | |
| Spx Corp (SPXC) | 6.8 | $14M | 96k | 142.14 | |
| Sterling Construction Company (STRL) | 5.8 | $12M | 98k | 118.34 | |
| Napco Security Systems (NSSC) | 5.2 | $11M | 202k | 51.95 | |
| Modine Manufacturing (MOD) | 4.7 | $9.6M | 96k | 100.19 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 4.6 | $9.3M | 111k | 84.10 | |
| AeroVironment (AVAV) | 4.5 | $9.1M | 50k | 182.16 | |
| Blue Bird Corp (BLBD) | 4.4 | $8.9M | 165k | 53.85 | |
| SPS Commerce (SPSC) | 4.0 | $8.0M | 43k | 188.16 | |
| UFP Technologies (UFPT) | 3.9 | $8.0M | 30k | 263.87 | |
| Camtek Ord (CAMT) | 3.4 | $7.0M | 56k | 125.24 | |
| Krystal Biotech (KRYS) | 3.2 | $6.4M | 35k | 183.64 | |
| Medpace Hldgs (MEDP) | 2.8 | $5.6M | 14k | 411.85 | |
| Badger Meter (BMI) | 2.7 | $5.5M | 29k | 186.35 | |
| Intapp (INTA) | 2.6 | $5.2M | 142k | 36.67 | |
| Jfrog Ord Shs (FROG) | 2.3 | $4.6M | 123k | 37.55 | |
| Msa Safety Inc equity (MSA) | 2.2 | $4.5M | 24k | 187.69 | |
| Onto Innovation (ONTO) | 1.9 | $3.8M | 18k | 219.56 | |
| Moelis & Co Cl A (MC) | 1.9 | $3.7M | 66k | 56.86 | |
| Adma Biologics (ADMA) | 1.8 | $3.7M | 329k | 11.18 | |
| Otter Tail Corporation (OTTR) | 1.7 | $3.4M | 39k | 87.59 | |
| Ardelyx (ARDX) | 1.7 | $3.4M | 453k | 7.41 | |
| Innodata Com New (INOD) | 1.6 | $3.2M | 217k | 14.83 | |
| Consolidated Water Ord (CWCO) | 1.4 | $2.9M | 110k | 26.54 | |
| American Superconductor Corp Shs New (AMSC) | 1.4 | $2.9M | 122k | 23.39 | |
| First Financial Ban (FFBC) | 1.4 | $2.8M | 127k | 22.22 | |
| Financial Institutions (FISI) | 1.1 | $2.3M | 119k | 19.32 | |
| Guess? (GES) | 1.1 | $2.2M | 109k | 20.40 | |
| Ufp Industries (UFPI) | 1.1 | $2.2M | 20k | 112.00 | |
| Powell Industries (POWL) | 1.1 | $2.2M | 15k | 143.40 | |
| Stifel Financial (SF) | 1.1 | $2.2M | 26k | 84.15 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 1.0 | $2.0M | 89k | 22.65 | |
| M-tron Inds (MPTI) | 0.9 | $1.9M | 54k | 35.21 | |
| Enova Intl (ENVA) | 0.9 | $1.8M | 29k | 62.25 | |
| Artesian Res Corp Cl A (ARTNA) | 0.8 | $1.6M | 45k | 35.16 | |
| Firstcash Holdings (FCFS) | 0.6 | $1.3M | 13k | 104.88 | |
| Willis Lease Finance Corporation (WLFC) | 0.6 | $1.2M | 18k | 69.30 | |
| Frp Holdings (FRPH) | 0.6 | $1.1M | 40k | 28.52 | |
| Virtra Com Par (VTSI) | 0.5 | $1.0M | 133k | 7.69 | |
| Four Corners Ppty Tr (FCPT) | 0.3 | $674k | 27k | 24.67 |
