Palisades Investment Partners as of June 30, 2025
Portfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sterling Construction Company (STRL) | 10.0 | $23M | 99k | 230.73 | |
| Innodata Com New (INOD) | 8.3 | $19M | 369k | 51.22 | |
| Spx Corp (SPXC) | 8.1 | $19M | 111k | 167.68 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 5.0 | $11M | 117k | 98.02 | |
| Itron (ITRI) | 4.2 | $9.7M | 74k | 131.62 | |
| Intapp (INTA) | 3.7 | $8.5M | 164k | 51.62 | |
| UFP Technologies (UFPT) | 3.7 | $8.4M | 35k | 244.16 | |
| Badger Meter (BMI) | 3.6 | $8.2M | 34k | 244.95 | |
| Genedx Holdings Corp Com Cl A (WGS) | 3.3 | $7.7M | 83k | 92.31 | |
| Adma Biologics (ADMA) | 3.2 | $7.3M | 399k | 18.21 | |
| Cormedix Inc cormedix (CRMD) | 3.0 | $6.9M | 563k | 12.32 | |
| SPS Commerce (SPSC) | 2.9 | $6.7M | 49k | 136.09 | |
| Paymentus Holdings Com Cl A (PAY) | 2.8 | $6.4M | 195k | 32.75 | |
| Springworks Therapeutics (SWTX) | 2.7 | $6.2M | 133k | 46.99 | |
| Enova Intl (ENVA) | 2.7 | $6.1M | 55k | 111.52 | |
| Mueller Wtr Prods Com Ser A (MWA) | 2.5 | $5.7M | 235k | 24.04 | |
| Krystal Biotech (KRYS) | 2.4 | $5.5M | 40k | 137.46 | |
| American Superconductor Corp Shs New (AMSC) | 2.3 | $5.2M | 141k | 36.69 | |
| Medpace Hldgs (MEDP) | 2.2 | $4.9M | 16k | 313.86 | |
| Moelis & Co Cl A (MC) | 2.1 | $4.7M | 76k | 62.32 | |
| Veracyte (VCYT) | 1.9 | $4.4M | 162k | 27.03 | |
| Intuitive Machines Class A Com (LUNR) | 1.9 | $4.3M | 391k | 10.87 | |
| Delcath Sys Com New (DCTH) | 1.6 | $3.7M | 270k | 13.60 | |
| First Financial Ban (FFBC) | 1.6 | $3.6M | 149k | 24.26 | |
| Financial Institutions (FISI) | 1.5 | $3.5M | 137k | 25.68 | |
| Remitly Global (RELY) | 1.4 | $3.3M | 177k | 18.77 | |
| Otter Tail Corporation (OTTR) | 1.4 | $3.1M | 40k | 77.09 | |
| Stifel Financial (SF) | 1.3 | $3.0M | 29k | 103.78 | |
| Willis Lease Finance Corporation (WLFC) | 1.3 | $2.9M | 21k | 142.79 | |
| M-tron Inds (MPTI) | 1.1 | $2.6M | 62k | 42.00 | |
| Ufp Industries (UFPI) | 1.0 | $2.2M | 23k | 99.36 | |
| Kingstone Companies (KINS) | 0.9 | $2.2M | 140k | 15.41 | |
| Ardelyx (ARDX) | 0.9 | $2.0M | 521k | 3.92 | |
| Onto Innovation (ONTO) | 0.9 | $2.0M | 20k | 100.93 | |
| Firstcash Holdings (FCFS) | 0.8 | $1.7M | 13k | 135.14 | |
| Artesian Res Corp Cl A (ARTNA) | 0.8 | $1.7M | 52k | 33.56 | |
| Frp Holdings (FRPH) | 0.5 | $1.2M | 45k | 26.89 | |
| Four Corners Ppty Tr (FCPT) | 0.4 | $838k | 31k | 26.91 | |
| Camtek Ord (CAMT) | 0.2 | $509k | 6.0k | 84.56 |
