Palisades Investment Partners as of Sept. 30, 2024
Portfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 40 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transmedics Group (TMDX) | 10.2 | $23M | 149k | 157.00 | |
| Spx Corp (SPXC) | 7.1 | $16M | 102k | 159.46 | |
| Sterling Construction Company (STRL) | 6.6 | $15M | 104k | 145.02 | |
| Modine Manufacturing (MOD) | 5.9 | $14M | 101k | 132.79 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 4.8 | $11M | 118k | 92.95 | |
| AeroVironment (AVAV) | 4.7 | $11M | 53k | 200.49 | |
| UFP Technologies (UFPT) | 4.4 | $10M | 32k | 316.70 | |
| SPS Commerce (SPSC) | 3.8 | $8.8M | 45k | 194.17 | |
| Napco Security Systems (NSSC) | 3.8 | $8.7M | 215k | 40.46 | |
| Blue Bird Corp (BLBD) | 3.7 | $8.5M | 177k | 47.96 | |
| Intapp (INTA) | 3.1 | $7.2M | 151k | 47.83 | |
| Adma Biologics (ADMA) | 3.0 | $7.0M | 349k | 19.99 | |
| Badger Meter (BMI) | 3.0 | $6.8M | 31k | 218.41 | |
| Krystal Biotech (KRYS) | 2.9 | $6.7M | 37k | 182.03 | |
| Innodata Com New (INOD) | 2.5 | $5.8M | 348k | 16.77 | |
| Medpace Hldgs (MEDP) | 2.1 | $4.9M | 15k | 333.79 | |
| Moelis & Co Cl A (MC) | 2.1 | $4.8M | 70k | 68.51 | |
| Camtek Ord (CAMT) | 2.0 | $4.7M | 59k | 79.85 | |
| Msa Safety Inc equity (MSA) | 2.0 | $4.6M | 26k | 177.34 | |
| Springworks Therapeutics (SWTX) | 1.7 | $3.9M | 122k | 32.04 | |
| Onto Innovation (ONTO) | 1.7 | $3.9M | 19k | 207.56 | |
| First Financial Ban (FFBC) | 1.5 | $3.4M | 135k | 25.23 | |
| Ardelyx (ARDX) | 1.4 | $3.3M | 483k | 6.89 | |
| Financial Institutions (FISI) | 1.4 | $3.2M | 127k | 25.47 | |
| Otter Tail Corporation (OTTR) | 1.4 | $3.2M | 41k | 78.16 | |
| American Superconductor Corp Shs New (AMSC) | 1.3 | $3.1M | 130k | 23.60 | |
| Consolidated Water Ord (CWCO) | 1.3 | $2.9M | 117k | 25.21 | |
| Willis Lease Finance Corporation (WLFC) | 1.2 | $2.8M | 19k | 148.82 | |
| Ufp Industries (UFPI) | 1.2 | $2.7M | 21k | 131.21 | |
| Enova Intl (ENVA) | 1.1 | $2.6M | 31k | 83.79 | |
| Stifel Financial (SF) | 1.1 | $2.6M | 27k | 93.90 | |
| M-tron Inds (MPTI) | 1.0 | $2.4M | 57k | 41.69 | |
| Guess? (GES) | 1.0 | $2.3M | 116k | 20.13 | |
| Midland Sts Bancorp Inc Ill (MSBI) | 0.9 | $2.1M | 94k | 22.38 | |
| Artesian Res Corp Cl A (ARTNA) | 0.8 | $1.8M | 48k | 37.18 | |
| Firstcash Holdings (FCFS) | 0.7 | $1.5M | 13k | 114.79 | |
| Delcath Sys Com New (DCTH) | 0.6 | $1.4M | 150k | 9.03 | |
| Frp Holdings (FRPH) | 0.5 | $1.3M | 42k | 29.86 | |
| Four Corners Ppty Tr (FCPT) | 0.4 | $847k | 29k | 29.31 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $41k | 44k | 0.95 |
