Paradice Investment Management LLC
Denver CO · SEC CIK 0001620275
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GMED | GLOBUS MED INC | $4,232.74万 | 8.03% | 491,265 | -36,790 | -7.0% | -$316.98万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $4,068.12万 | 7.72% | 208,269 | -3,592 | -1.7% | -$70.16万 | 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 |
| LEA | LEAR CORP | $3,828.39万 | 7.27% | 316,187 | -5,444 | -1.7% | -$65.92万 | 减仓 |
| FLS | FLOWSERVE CORP | $3,734.26万 | 7.09% | 507,993 | -8,517 | -1.6% | -$62.61万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,572.05万 | 6.78% | 1,407,981 | -301,526 | -17.6% | -$764.97万 | 减仓 |
| WHD | CACTUS INC | $3,011.68万 | 5.72% | 635,778 | -40,154 | -5.9% | -$190.21万 | 减仓 |
| MHK | MOHAWK INDS INC | $2,896.74万 | 5.50% | 294,205 | 31,333 | 11.9% | $308.50万 | 加仓 |
| — | GATES INDL CORP PLC | $2,872.28万 | 5.45% | 1,270,358 | -21,943 | -1.7% | -$49.61万 | 减仓 |
| DLO | DLOCAL LTD | $2,792.92万 | 5.30% | 2,153,366 | 210,006 | 10.8% | $272.38万 | 加仓 |
| ITT | ITT INC | $2,693.03万 | 5.11% | 141,344 | -2,442 | -1.7% | -$46.53万 | 减仓 |
| LIVN | LIVANOVA PLC | $2,653.66万 | 5.04% | 417,505 | -96,224 | -18.7% | -$611.60万 | 减仓 |
| KNF | KNIFE RIVER CORP | $2,503.67万 | 4.75% | 306,635 | -6,108 | -2.0% | -$49.87万 | 减仓 |
| OPLN | OPENLANE INC | $2,293.66万 | 4.35% | 786,849 | -13,602 | -1.7% | -$39.65万 | 减仓 |
| TRNS | TRANSCAT INC | $1,824.73万 | 3.46% | 248,432 | 248,432 | — | $1,824.73万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $1,749.81万 | 3.32% | 158,670 | 158,670 | — | $1,749.81万 | 新建仓 |
| — | ENDAVA PLC | $1,316.84万 | 2.50% | 2,979,268 | -50,579 | -1.7% | -$22.36万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1,309.64万 | 2.49% | 129,143 | -1,895 | -1.4% | -$19.22万 | 减仓 |
| CNO | CNO FINL GROUP INC | $1,122.29万 | 2.13% | 273,329 | 0 | 0.0% | — | 不变 |
| — | SKILLSOFT CORP | $243.31万 | 0.46% | 567,149 | -9,144 | -1.6% | -$3.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.86万 | 0.05% | 706 | 706 | — | $23.86万 | 新建仓 |
| NU | NU HLDGS LTD | $18.60万 | 0.04% | 12,942 | 439 | 3.5% | $6,308 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $7.49万 | 0.01% | 321 | 321 | — | $7.49万 | 新建仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -1,643,889 | -100.0% | -$1,515.67万 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -2,830 | -100.0% | -$25.29万 | 清仓 |