Palisades Investment Partners, LLC
Q2 2026 13F filing
Updated 37 days ago53 disclosed positions worth $351.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPXC SPX TECHNOLOGIES INC | $31.3M | 127.8K | 8.91% | — |
| 2 | K KRYS KRYSTAL BIOTECH INC | $17.8M | 47.8K | 5.05% | — |
| 3 | P PKE PARK AEROSPACE CORP | $16.6M | 435.1K | 4.72% | — |
| 4 | T TVTX TRAVERE THERAPEUTICS INC | $15.5M | 273.1K | 4.41% | — |
| 5 | W WLFC WILLIS LEASE FIN CORP | $14.4M | 63.0K | 4.10% | — |
| 6 | E ENVA ENOVA INTL INC | $14.4M | 59.7K | 4.09% | — |
| 7 | I IESC IES HOLDINGS INC | $11M | 15.0K | 3.13% | — |
| 8 | P PAY PAYMENTUS HOLDINGS INC | $10.4M | 430.9K | 2.96% | — |
| 9 | U UFPT UFP TECHNOLOGIES INC | $10.3M | 38.8K | 2.93% | — |
| 10 | V VCYT VERACYTE INC | $10.3M | 175.0K | 2.92% | — |
| 11 | I ICHR ICHOR HOLDINGS | $10.1M | 89.7K | 2.87% | — |
| 12 | L LPTH LIGHTPATH TECHNOLOGIES INC | $10M | 609.6K | 2.83% | — |
| 13 | ? N/A INTUITIVE MACHINES INC | $9.9M | 463.0K | 2.82% | — |
| 14 | S STRL STERLING INFRASTRUCTURE INC | $9.3M | 11.0K | 2.64% | — |
| 15 | ? N/A SKYWATER TECHNOLOGY INC | $9.1M | 260.1K | 2.58% | — |
| 16 | O ONTO ONTO INNOVATION INC | $8.6M | 22.7K | 2.44% | — |
| 17 | ? N/A PAYSIGN INC | $8.2M | 1.00M | 2.33% | — |
| 18 | ? N/A M-TRON INDS INC | $8.2M | 82.3K | 2.32% | — |
| 19 | S SATLW SATELLOGIC INC | $7.7M | 1.35M | 2.20% | — |
| 20 | ? N/A ONE STOP SYS INC | $7.5M | 414.4K | 2.14% | — |
| 21 | I ITRI ITRON INC | $6.9M | 79.8K | 1.96% | — |
| 22 | M MWA MUELLER WTR PRODS INC | $6.8M | 263.0K | 1.93% | — |
| 23 | V VKQ VOYAGER TECHNOLOGIES INC | $6.5M | 202.7K | 1.86% | — |
| 24 | A AMSC AMERICAN SUPERCONDUCTOR CORP | $6.5M | 156.7K | 1.85% | — |
| 25 | F FIISP FINANCIAL INSTITUTIONS INC | $5.9M | 150.8K | 1.68% | — |
| 26 | F FFBC 1ST FINL BANCORP | $5.6M | 165.4K | 1.59% | — |
| 27 | M MC MOELIS & CO | $5.5M | 84.5K | 1.57% | — |
| 28 | A AMPX-WT AMPRIUS TECHNOLOGIES INC | $5.1M | 368.5K | 1.45% | — |
| 29 | H HYLN HYLIION HOLDINGS CORP | $4.7M | 907.9K | 1.35% | — |
| 30 | ? N/A INTAPP INC | $4.5M | 180.4K | 1.29% | — |
| 31 | S SILC SILICOM LTD | $4.3M | 90.3K | 1.23% | — |
| 32 | R RELY REMITLY GLOBAL INC | $4.3M | 192.8K | 1.23% | — |
| 33 | O OTTR OTTER TAIL CORP | $3.9M | 43.6K | 1.12% | — |
| 34 | P POET POET TECHNOLOGIES INC | $3.6M | 347.5K | 1.02% | — |
| 35 | S SFB STIFEL FINL CORP | $3.5M | 50.1K | 1.00% | — |
| 36 | C CRMD CORMEDIX INC | $3.3M | 426.5K | 0.95% | — |
| 37 | ? N/A UNUSUAL MACHS INC | $3.3M | 149.1K | 0.95% | — |
| 38 | S SPSC SPS COMM INC | $3.2M | 55.8K | 0.91% | — |
| 39 | F FCFS FIRSTCASH HOLDINGS INC | $3M | 14.0K | 0.86% | — |
| 40 | K KINS KINGSTONE COS INC | $2.8M | 148.8K | 0.81% | — |
| 41 | A ASYS AMTECH SYS INC | $2.4M | 102.7K | 0.67% | — |
| 42 | U UFPI UFP INDUSTRIES INC | $2.3M | 25.2K | 0.65% | — |
| 43 | A ARTNB ARTESIAN RES CORP | $1.9M | 56.2K | 0.54% | — |
| 44 | T TGEN TECOGEN INC NEW | $1.7M | 323.1K | 0.48% | — |
| 45 | C CAMT CAMTEK LTD | $1.7M | 10.1K | 0.47% | — |
| 46 | E ETSY EURONET WORLDWIDE INC | $1.6M | 22.4K | 0.47% | — |
| 47 | ? N/A FRP HLDGS INC | $1.2M | 47.0K | 0.33% | — |
| 48 | M MEDP MEDPACE HLDGS INC | $1.2M | 2.2K | 0.33% | — |
| 49 | C COHU COHU INC | $1M | 13.8K | 0.29% | — |
| 50 | M MMYT MAKEMYTRIP LIMITED MAURITIUS | $896K | 16.8K | 0.25% | — |