StockDriftsStockDriftsTop 21 Paradice Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLS | FLOWSERVE CORP | 6.94% | 563.0K | $41.2M | -0.06%(-364) | $57.26(+23.13%) | 2026-09-30 | |
| MHK | MOHAWK INDS INC | 6.42% | 305.4K | $38.1M | -12.72%(-44.52K) | $102.63(+12.82%) | 2026-09-30 | |
| DLO | DLOCAL LTD | 6.33% | 2.73M | $37.6M | -0.06%(-1.76K) | $13.32(+13.01%) | 2026-09-30 | |
| GMED | GLOBUS MED INC | 6.23% | 493.6K | $37.0M | -0.06%(-318) | $57.26(+32.12%) | 2026-09-30 | |
| GNRC | GENERAC HLDGS INC | 6.13% | 175.9K | $36.4M | -0.10%(-178) | $141.27(+36.84%) | 2026-09-30 | |
| KNF | KNIFE RIVER CORP | 5.83% | 686.8K | $34.6M | +70.89%(+284.92K) | $71.95(-31.09%) | 2026-09-30 | |
| Z | ZILLOW GROUP INC | 5.64% | 1.24M | $33.5M | new | $29.32(+7.76%) | 2026-09-30 | |
| TNDM | TANDEM DIABETES CARE INC | 5.52% | 2.01M | $32.7M | -0.82%(-16.60K) | $26.58(-36.91%) | 2026-09-30 | |
| WHD | CACTUS INC | 5.34% | 509.9K | $31.7M | -19.04%(-119.96K) | $42.99(+43.68%) | 2026-09-30 | |
| LEA | LEAR CORP | 5.3% | 266.8K | $31.5M | -0.06%(-171) | $110.36(+8.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.57% | +38.89% | +5.28% | +29.31% |
| Top 20 Holdings Unweighted | +10.00% | +33.11% | +4.82% | +26.52% |
Paradice Investment Management LLC reports $593.63M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are FLS (6.9%), MHK (6.4%) and DLO (6.3%). The top 20 holdings account for 93.9% of reported assets. Its disclosed equity book has returned +38.89% on a three-year cumulative basis. Figures reflect the Q3 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 Paradice Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1620275). View Paradice Investment Management LLC’s 13F filings on SEC