StockDriftsStockDriftsTop 21 Paradice Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | 8.23% | 176.1K | $51.6M | -15.46%(-32.21K) | $141.27(+49.42%) | 2026-06-30 | |
| MHK | MOHAWK INDS INC | 6.78% | 349.9K | $42.5M | +18.92%(+55.67K) | $102.63(+34.14%) | 2026-06-30 | |
| FLS | FLOWSERVE CORP | 6.67% | 563.4K | $41.8M | +10.91%(+55.42K) | $57.26(+42.09%) | 2026-06-30 | |
| GMED | GLOBUS MED INC | 6.23% | 493.9K | $39.0M | +0.54%(+2.64K) | $57.26(+49.81%) | 2026-06-30 | |
| ACVA | ACV AUCTIONS INC | 5.76% | 5.02M | $36.1M | new | $5.71(+20.14%) | 2026-06-30 | |
| LEA | LEAR CORP | 5.71% | 266.9K | $35.8M | -15.58%(-49.27K) | $110.36(+10.38%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 5.67% | 2.73M | $35.5M | +26.90%(+579.31K) | $13.32(+5.86%) | 2026-06-30 | |
| GTES | GATES INDL CORP PLC | 5.62% | 1.26M | $35.2M | -0.90%(-11.44K) | $16.02(+80.41%) | 2026-06-30 | |
| LIVN | LIVANOVA PLC | 5.43% | 413.7K | $34.0M | -0.91%(-3.78K) | $66.46(+14.47%) | 2026-06-30 | |
| NVST | ENVISTA HOLDINGS CORPORATION | 5.39% | 1.28M | $33.8M | -8.98%(-126.39K) | $26.83(+6.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.73% | +43.25% | +4.87% | +26.83% |
| Top 20 Holdings Unweighted | +11.52% | +38.71% | +4.67% | +25.63% |
Paradice Investment Management LLC reports $626.53M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are GNRC (8.2%), MHK (6.8%) and FLS (6.7%). The top 20 holdings account for 99.53% of reported assets. Its disclosed equity book has returned +43.25% 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 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