Paradice Investment Management LLC
Denver CO · SEC CIK 0001620275
$6.27亿2026Q2 申报市值
21持仓数
61.5%前十大占比 · 第一大 8.2%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACV AUCTIONS INC 新建仓+$3,610.52万
MGRC 加仓+$797.93万
KNF 加仓+$796.93万
DLO 加仓+$752.82万
MHK 加仓+$675.43万
2026Q2 卖出最多 按季末市值估算
GNRC 减仓-$943.08万
LEA 减仓-$660.45万
OPLN 减仓-$404.89万
NVST 减仓-$333.03万
ITT 减仓-$44.08万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $5,155.24万 | 8.23% | 176,061 | -32,208 | -15.5% | -$943.08万 | 减仓 |
| MHK | MOHAWK INDS INC | $4,245.02万 | 6.78% | 349,874 | 55,669 | 18.9% | $675.43万 | 加仓 |
| FLS | FLOWSERVE CORP | $4,178.26万 | 6.67% | 563,411 | 55,418 | 10.9% | $410.98万 | 加仓 |
| GMED | GLOBUS MED INC | $3,902.35万 | 6.23% | 493,906 | 2,641 | 0.5% | $20.87万 | 加仓 |
| — | ACV AUCTIONS INC | $3,610.52万 | 5.76% | 5,021,589 | 5,021,589 | — | $3,610.52万 | 新建仓 |
| LEA | LEAR CORP | $3,578.36万 | 5.71% | 266,922 | -49,265 | -15.6% | -$660.45万 | 减仓 |
| DLO | DLOCAL LTD | $3,551.12万 | 5.67% | 2,732,680 | 579,314 | 26.9% | $752.82万 | 加仓 |
| — | GATES INDL CORP PLC | $3,521.20万 | 5.62% | 1,258,920 | -11,438 | -0.9% | -$31.99万 | 减仓 |
| LIVN | LIVANOVA PLC | $3,402.03万 | 5.43% | 413,721 | -3,784 | -0.9% | -$31.12万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,377.00万 | 5.39% | 1,281,594 | -126,387 | -9.0% | -$333.03万 | 减仓 |
| KNF | KNIFE RIVER CORP | $3,361.93万 | 5.37% | 401,904 | 95,269 | 31.1% | $796.93万 | 加仓 |
| WHD | CACTUS INC | $3,226.79万 | 5.15% | 629,863 | -5,915 | -0.9% | -$30.30万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $3,054.24万 | 4.87% | 2,024,014 | -18,411 | -0.9% | -$27.78万 | 减仓 |
| OPLN | OPENLANE INC | $2,840.08万 | 4.53% | 688,670 | -98,179 | -12.5% | -$404.89万 | 减仓 |
| ITT | ITT INC | $2,751.14万 | 4.39% | 139,115 | -2,229 | -1.6% | -$44.08万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $2,718.31万 | 4.34% | 224,598 | 65,928 | 41.6% | $797.93万 | 加仓 |
| TRNS | TRANSCAT INC | $2,283.48万 | 3.64% | 246,144 | -2,288 | -0.9% | -$21.23万 | 减仓 |
| CNO | CNO FINL GROUP INC | $1,393.43万 | 2.22% | 273,329 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $1,376.89万 | 2.20% | 128,154 | -989 | -0.8% | -$10.63万 | 减仓 |
| — | ENDAVA PLC | $834.46万 | 1.33% | 2,948,635 | -30,633 | -1.0% | -$8.67万 | 减仓 |
| — | SKILLSOFT CORP | $290.91万 | 0.46% | 561,608 | -5,541 | -1.0% | -$2.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -706 | -100.0% | -$23.86万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -12,942 | -100.0% | -$18.60万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -321 | -100.0% | -$7.49万 | 清仓 |