StockDriftsStockDriftsTop 50 Palisades Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPXC | SPX TECHNOLOGIES INC | 8.91% | 127.8K | $31.3M | +3.58%(+4.42K) | $144.12(+51.00%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 5.05% | 47.8K | $17.8M | +5.28%(+2.40K) | $190.71(+74.23%) | 2026-06-30 | |
| PKE | PARK AEROSPACE CORP | 4.72% | 435.1K | $16.6M | +4.34%(+18.11K) | $19.90(+85.16%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 4.41% | 273.1K | $15.5M | +6.99%(+17.84K) | $33.04(+88.10%) | 2026-06-30 | |
| WLFC | WILLIS LEASE FIN CORP | 4.1% | 63.0K | $14.4M | +182.19%(+40.70K) | $51.55(+10.43%) | 2026-06-30 | |
| ENVA | ENOVA INTL INC | 4.09% | 59.7K | $14.4M | +1.33%(+782) | $87.37(+203.83%) | 2026-06-30 | |
| IESC | IES HOLDINGS INC | 3.13% | 15.0K | $11.0M | +2.61%(+382) | $359.70(+110.23%) | 2026-06-30 | |
| PAY | PAYMENTUS HOLDINGS INC | 2.96% | 430.9K | $10.4M | +0.41%(+1.76K) | $28.92(+44.77%) | 2026-06-30 | |
| UFPT | UFP TECHNOLOGIES INC | 2.93% | 38.8K | $10.3M | +2.98%(+1.12K) | $255.71(+25.09%) | 2026-06-30 | |
| VCYT | VERACYTE INC | 2.92% | 175.0K | $10.3M | +2.60%(+4.43K) | $37.02(+11.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.45% | +92.74% | +14.80% | +99.41% |
| Top 20 Holdings Unweighted | +23.76% | +89.53% | +14.82% | +99.58% |
Palisades Investment Partners, LLC reports $351.60M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SPXC (8.9%), KRYS (5.0%) and PKE (4.7%). The top 20 holdings account for 68.39% of reported assets. Its disclosed equity book has returned +92.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palisades Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427373). View Palisades Investment Partners, LLC’s 13F filings on SEC