Palisades Investment Partners, LLC
Top Portfolio Positions
49 positions ·
$246,226,149 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPXC |
SPX Technologies, Inc.
Industrials
|
123,426 | $24,677,794 | 10.02% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
45,405 | $11,729,019 | 4.76% | |
| PKE |
Park Aerospace Corp
Industrials
|
417,001 | $11,417,487 | 4.64% | |
| PAY |
Paymentus Holdings, Inc.
Technology
|
429,134 | $10,900,003 | 4.43% | |
| LUNR |
Intuitive Machines, Inc.
Industrials
|
432,666 | $8,030,280 | 3.26% | |
| ENVA |
Enova International, Inc.
Financial Services
|
58,907 | $8,001,337 | 3.25% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
16,513 | $7,929,377 | 3.22% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
255,240 | $7,583,180 | 3.08% | |
| UFPT |
Ufp Technologies Inc
Healthcare
|
37,701 | $7,298,913 | 2.96% | |
| SKYT |
SkyWater Technology, Inc
Technology
|
260,896 | $7,151,159 | 2.90% |
Portfolio Trend
8 quarters · across all stocks
Holdings in CAMT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,092,350 | 7,205 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $736,686 | 6,927 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $661,709 | 6,299 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $508,628 | 6,015 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,787,849 | 64,606 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,226,545 | 64,709 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,704,762 | 58,920 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $6,959,336 | 55,568 | Shares | Sole | 2025-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||