13F 机构持仓

Paradice Investment Management LLC

Denver CO · SEC CIK 0001620275

2026Q22026Q1 更早 9 个季度 🔒
$5.27亿2026Q1 申报市值
23持仓数
66.3%前十大占比 · 第一大 8.0%
4 / 2新建仓 / 清仓
申报市值走势$6.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GMED 8.0%
GNRC 7.7%
TNDM 7.4%
LEA 7.3%
FLS 7.1%
NVST 6.8%
WHD 5.7%
MHK 5.5%
GATES INDL COR 5.5%
DLO 5.3%

2026Q1 买入最多 按季末市值估算

TRNS 新建仓+$1,824.73万
MGRC 新建仓+$1,749.81万
MHK 加仓+$308.50万
DLO 加仓+$272.38万
TSM 新建仓+$23.86万

2026Q1 卖出最多 按季末市值估算

ENHABIT INC 清仓-$1,515.67万
NVST 减仓-$764.97万
LIVN 减仓-$611.60万
GMED 减仓-$316.98万
WHD 减仓-$190.21万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— ENHABIT INC $00.00%0 -1,643,889-100.0% -$1,515.67万 清仓
FWONA LIBERTY MEDIA CORP DEL $00.00%0 -2,830-100.0% -$25.29万 清仓
FERG FERGUSON ENTERPRISES INC $7.49万0.01%321 321— $7.49万 新建仓
NU NU HLDGS LTD $18.60万0.04%12,942 4393.5% $6,308 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.86万0.05%706 706— $23.86万 新建仓
— SKILLSOFT CORP $243.31万0.46%567,149 -9,144-1.6% -$3.92万 减仓
CNO CNO FINL GROUP INC $1,122.29万2.13%273,329 00.0% — 不变
AXS AXIS CAP HLDGS LTD $1,309.64万2.49%129,143 -1,895-1.4% -$19.22万 减仓
— ENDAVA PLC $1,316.84万2.50%2,979,268 -50,579-1.7% -$22.36万 减仓
MGRC MCGRATH RENTCORP $1,749.81万3.32%158,670 158,670— $1,749.81万 新建仓
TRNS TRANSCAT INC $1,824.73万3.46%248,432 248,432— $1,824.73万 新建仓
OPLN OPENLANE INC $2,293.66万4.35%786,849 -13,602-1.7% -$39.65万 减仓
KNF KNIFE RIVER CORP $2,503.67万4.75%306,635 -6,108-2.0% -$49.87万 减仓
LIVN LIVANOVA PLC $2,653.66万5.04%417,505 -96,224-18.7% -$611.60万 减仓
ITT ITT INC $2,693.03万5.11%141,344 -2,442-1.7% -$46.53万 减仓
DLO DLOCAL LTD $2,792.92万5.30%2,153,366 210,00610.8% $272.38万 加仓
— GATES INDL CORP PLC $2,872.28万5.45%1,270,358 -21,943-1.7% -$49.61万 减仓
MHK MOHAWK INDS INC $2,896.74万5.50%294,205 31,33311.9% $308.50万 加仓
WHD CACTUS INC $3,011.68万5.72%635,778 -40,154-5.9% -$190.21万 减仓
NVST ENVISTA HOLDINGS CORPORATION $3,572.05万6.78%1,407,981 -301,526-17.6% -$764.97万 减仓
FLS FLOWSERVE CORP $3,734.26万7.09%507,993 -8,517-1.6% -$62.61万 减仓
LEA LEAR CORP $3,828.39万7.27%316,187 -5,444-1.7% -$65.92万 减仓
TNDM TANDEM DIABETES CARE INC $3,915.33万7.43%2,042,425 -35,320-1.7% -$67.71万 减仓
GNRC GENERAC HLDGS INC $4,068.12万7.72%208,269 -3,592-1.7% -$70.16万 减仓
GMED GLOBUS MED INC $4,232.74万8.03%491,265 -36,790-7.0% -$316.98万 减仓