Palisades Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sterling Construction Company (STRL) | 12.8 | $33M | 96k | 339.68 | |
| Spx Corp (SPXC) | 8.2 | $21M | 112k | 186.78 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 4.3 | $11M | 118k | 93.60 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.8 | $9.8M | 40k | 241.96 | |
| Itron (ITRI) | 3.6 | $9.2M | 74k | 124.56 | |
| Genedx Holdings Corp Com Cl A (WGS) | 3.6 | $9.1M | 85k | 107.73 | |
| American Superconductor Corp Shs New (AMSC) | 3.3 | $8.4M | 141k | 59.39 | |
| Medpace Hldgs (MEDP) | 3.2 | $8.2M | 16k | 514.15 | |
| Root Cl A New (ROOT) | 2.9 | $7.3M | 82k | 89.50 | |
| Krystal Biotech (KRYS) | 2.9 | $7.3M | 41k | 176.53 | |
| UFP Technologies (UFPT) | 2.7 | $6.9M | 35k | 199.60 | |
| Intapp (INTA) | 2.7 | $6.8M | 165k | 40.90 | |
| Cormedix Inc cormedix (CRMD) | 2.6 | $6.6M | 564k | 11.63 | |
| Enova Intl (ENVA) | 2.5 | $6.3M | 55k | 115.09 | |
| Badger Meter (BMI) | 2.4 | $6.1M | 34k | 178.58 | |
| Mueller Wtr Prods Com Ser A (MWA) | 2.4 | $6.0M | 237k | 25.52 | |
| Paymentus Holdings Com Cl A (PAY) | 2.4 | $6.0M | 196k | 30.60 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 2.3 | $5.9M | 290k | 20.34 | |
| Paysign (PAYS) | 2.2 | $5.6M | 898k | 6.29 | |
| Moelis & Co Cl A (MC) | 2.1 | $5.4M | 76k | 71.32 | |
| Veracyte (VCYT) | 2.1 | $5.4M | 158k | 34.33 | |
| Ies Hldgs (IESC) | 2.1 | $5.3M | 13k | 397.65 | |
| SPS Commerce (SPSC) | 2.0 | $5.1M | 49k | 104.14 | |
| Intuitive Machines Class A Com (LUNR) | 1.6 | $4.2M | 399k | 10.52 | |
| First Financial Ban (FFBC) | 1.5 | $3.8M | 150k | 25.25 | |
| Financial Institutions (FISI) | 1.5 | $3.8M | 138k | 27.49 | |
| M-tron Inds (MPTI) | 1.4 | $3.5M | 62k | 55.48 | |
| Stifel Financial (SF) | 1.3 | $3.3M | 30k | 113.47 | |
| Tecogen Com New (TGEN) | 1.3 | $3.3M | 377k | 8.81 | |
| Otter Tail Corporation (OTTR) | 1.3 | $3.3M | 40k | 81.97 | |
| Innovative Solutions & Support (ISSC) | 1.1 | $2.9M | 234k | 12.49 | |
| Remitly Global (RELY) | 1.1 | $2.9M | 177k | 16.30 | |
| Willis Lease Finance Corporation (WLFC) | 1.1 | $2.8M | 21k | 137.09 | |
| Delcath Sys Com New (DCTH) | 1.1 | $2.8M | 263k | 10.75 | |
| Onto Innovation (ONTO) | 1.0 | $2.6M | 20k | 129.22 | |
| Ufp Industries (UFPI) | 0.8 | $2.1M | 23k | 93.49 | |
| Kingstone Companies (KINS) | 0.8 | $2.1M | 140k | 14.70 | |
| Firstcash Holdings (FCFS) | 0.8 | $2.0M | 13k | 158.42 | |
| Artesian Res Corp Cl A (ARTNA) | 0.7 | $1.7M | 52k | 32.59 | |
| Intelligent Sys Corp (CCRD) | 0.5 | $1.4M | 50k | 26.92 | |
| Frp Holdings (FRPH) | 0.4 | $1.1M | 46k | 24.36 | |
| Four Corners Ppty Tr (FCPT) | 0.3 | $772k | 31k | 24.73 | |
| Argan (AGX) | 0.3 | $762k | 2.8k | 270.05 | |
| Camtek Ord (CAMT) | 0.3 | $662k | 6.3k | 105.05 | |
| Innodata Com New (INOD) | 0.2 | $594k | 7.7k | 77.07 | |
| TSS (TSSI) | 0.2 | $506k | 28k | 18.11 | |
| LeMaitre Vascular (LMAT) | 0.1 | $303k | 3.5k | 87.51 | |
| M-tron Inds *w Exp 04/25/202 (MPTI.WS) | 0.0 | $115k | 66k | 1.75 | |
| Ardelyx (ARDX) | 0.0 | $56k | 10k | 5.51 |
