Paradice Investment Management LLC
Net buyer this quarter
$627M
21
+$44.6M
61.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GNRC | $51.6M | 8.23% | 0.30% | -15.5% | Q2 2025 |
 MHK | $42.5M | 6.78% | 0.57% | +18.9% | Q2 2023 |
 FLS | $41.8M | 6.67% | 0.44% | +10.9% | Q3 2025 |
 GMED | $39M | 6.23% | 0.36% | +0.5% | Q3 2023 |
 ACVA | $36.1M | 5.76% | 2.97% | New | Q2 2026 |
 LEA | $35.8M | 5.71% | 0.53% | -15.6% | Q4 2013 |
 DLO | $35.5M | 5.67% | 0.93% | +26.9% | Q3 2025 |
 GTES | $35.2M | 5.62% | 0.50% | -0.9% | Q3 2021 |
 LIVN | $34M | 5.43% | 0.75% | -0.9% | Q1 2017 |
 NVST | $33.8M | 5.39% | 0.79% | -9.0% | Q1 2020 |
 KNF | $33.6M | 5.37% | 0.71% | +31.1% | Q4 2025 |
 WHD | $32.3M | 5.15% | 0.84% | -0.9% | Q2 2025 |
 TNDM | $30.5M | 4.87% | 2.91% | -0.9% | Q2 2023 |
 OPLN | $28.4M | 4.53% | 0.56% | -12.5% | Q1 2021 |
 ITT | $27.5M | 4.39% | 0.16% | -1.6% | Q4 2013 |
 MGRC | $27.2M | 4.34% | 0.92% | +41.6% | Q1 2026 |
 TRNS | $22.8M | 3.64% | 2.63% | -0.9% | Q1 2026 |
 CNO | $13.9M | 2.22% | 0.29% | Not reported | Q4 2013 |
 AXS | $13.8M | 2.20% | 0.18% | -0.8% | Q2 2018 |
 DAVA | $8.34M | 1.33% | 5.29% | -1.0% | Q2 2024 |
 SKIL | $2.91M | 0.46% | 6.26% | -1.0% | Q2 2021 |
| Q1 2026 | |||||
| GMED | $42.3M | 7.95% | 0.36% | -7.0% | Q3 2023 |
| GNRC | $40.7M | 7.64% | 0.35% | -1.7% | Q2 2025 |
| TNDM | $39.2M | 7.35% | 2.98% | -1.7% | Q2 2023 |
| LEA | $38.3M | 7.19% | 0.62% | -1.7% | Q4 2013 |
| FLS | $37.3M | 7.01% | 0.40% | -1.7% | Q3 2025 |
| NVST | $35.7M | 6.71% | 0.86% | -17.6% | Q1 2020 |
| WHD | $30.1M | 5.66% | 0.85% | -5.9% | Q2 2025 |
| MHK | $29M | 5.44% | 0.48% | +11.9% | Q2 2023 |
| GTES | $28.7M | 5.40% | 0.50% | -1.7% | Q3 2021 |
| DLO | $27.9M | 5.25% | 0.73% | +10.8% | Q3 2025 |
| ITT | $26.9M | 5.06% | 0.16% | -1.7% | Q4 2013 |
| LIVN | $26.5M | 4.98% | 0.76% | -18.7% | Q1 2017 |
| KNF | $25M | 4.70% | 0.54% | -2.0% | Q4 2025 |
| OPLN | $22.9M | 4.31% | 0.74% | -1.7% | Q1 2021 |
| TRNS | $18.2M | 3.43% | 2.66% | New | Q1 2026 |
| MGRC | $17.5M | 3.29% | 0.65% | New | Q1 2026 |
| DAVA | $13.2M | 2.47% | 5.35% | -1.7% | Q2 2024 |
| AXS | $13.1M | 2.46% | 0.17% | -1.5% | Q2 2018 |
| CNO | $11.2M | 2.11% | 0.29% | Not reported | Q4 2013 |
 FERG | $5.59M | 1.05% | 0.00% | New | Q1 2026 |
| SKIL | $2.43M | 0.46% | 6.45% | -1.6% | Q2 2021 |
 TSM | $239K | 0.04% | 0.00% | Not reported | Q2 2019 |
 NU | $186K | 0.03% | Not reported | +3.5% | Q3 2023 |
| Q4 2025 | |||||
| GMED | $46.1M | 8.98% | 0.39% | -20.4% | Q3 2023 |
| TNDM | $45.7M | 8.89% | 3.04% | -5.4% | Q2 2023 |
| NVST | $37.1M | 7.23% | 1.04% | -5.4% | Q1 2020 |
| LEA | $36.9M | 7.18% | 0.62% | +0.2% | Q4 2013 |
| FLS | $35.8M | 6.98% | 0.41% | +52.7% | Q3 2025 |
| LIVN | $31.6M | 6.16% | 0.94% | +0.5% | Q1 2017 |
| WHD | $30.9M | 6.01% | 0.90% | +16.1% | Q2 2025 |
| GNRC | $28.9M | 5.63% | 0.36% | +16.9% | Q2 2025 |
| MHK | $28.7M | 5.60% | 0.43% | +10.8% | Q2 2023 |
| GTES | $27.7M | 5.40% | 0.51% | +8.2% | Q3 2021 |
| DLO | $27.5M | 5.35% | 0.66% | +93.5% | Q3 2025 |
| ITT | $24.9M | 4.86% | 0.18% | -5.4% | Q4 2013 |
| OPLN | $23.8M | 4.64% | 0.75% | -5.4% | Q1 2021 |
| KNF | $22M | 4.28% | 0.55% | New | Q4 2025 |
| DAVA | $19.1M | 3.73% | 5.44% | +61.9% | Q2 2024 |
| EHAB | $15.2M | 2.95% | 3.24% | -5.4% | Q3 2022 |
| AXS | $14M | 2.73% | 0.18% | -5.4% | Q2 2018 |
| CNO | $11.6M | 2.26% | 0.29% | Not reported | Q4 2013 |
| SKIL | $5.36M | 1.04% | 6.58% | -5.6% | Q2 2021 |
 FWONA | $253K | 0.05% | Not reported | -8.1% | Q2 2025 |
| NU | $209K | 0.04% | Not reported | -23.8% | Q3 2023 |
| Q3 2025 | |||||
| GMED | $38M | 8.52% | 0.49% | +20.9% | Q3 2023 |
| NVST | $36.8M | 8.25% | 1.10% | -1.1% | Q1 2020 |
| LEA | $32.3M | 7.24% | 0.60% | -0.7% | Q4 2013 |
| MHK | $30.6M | 6.86% | 0.38% | -0.7% | Q2 2023 |
| GNRC | $30.3M | 6.81% | 0.31% | +27.4% | Q2 2025 |
| GTES | $29.7M | 6.65% | 0.46% | -28.2% | Q3 2021 |
| ITT | $27.2M | 6.09% | 0.19% | -12.0% | Q4 2013 |
| LIVN | $26.8M | 6.01% | 0.94% | -1.3% | Q1 2017 |
| TNDM | $26.7M | 5.98% | 3.24% | +24.3% | Q2 2023 |
| OPLN | $24.4M | 5.46% | 0.79% | -58.4% | Q1 2021 |
| WHD | $23M | 5.15% | 0.78% | +111.6% | Q2 2025 |
| FLS | $18M | 4.03% | 0.26% | New | Q3 2025 |
| DAVA | $17M | 3.82% | 3.36% | +19.6% | Q2 2024 |
| DLO | $14.3M | 3.22% | 0.35% | New | Q3 2025 |
| EHAB | $13.9M | 3.12% | 3.43% | Not reported | Q3 2022 |
| AXS | $13.3M | 2.98% | 0.18% | Not reported | Q2 2018 |
| GTLS | $11.8M | 2.64% | 0.13% | -42.9% | Q2 2025 |
 SLB | $10.9M | 2.45% | 0.02% | New | Q3 2025 |
| CNO | $10.8M | 2.42% | 0.29% | Not reported | Q4 2013 |
| SKIL | $7.95M | 1.78% | 7.01% | Not reported | Q2 2021 |
| FWONA | $293K | 0.07% | Not reported | +42.8% | Q2 2025 |
 SE | $276K | 0.06% | 0.00% | Not reported | Q2 2019 |
| NU | $263K | 0.06% | Not reported | +30.6% | Q3 2023 |
 BAM | $237K | 0.05% | Not reported | New | Q3 2025 |
 FLUT | $218K | 0.05% | 0.00% | New | Q3 2025 |
 MELI | $215K | 0.05% | 0.00% | New | Q3 2025 |
 APP | $214K | 0.05% | 0.00% | New | Q3 2025 |
 LRCX | $204K | 0.05% | 0.00% | New | Q3 2025 |
 MNDY | $202K | 0.05% | 0.00% | New | Q3 2025 |
 MMYT | $201K | 0.05% | Not reported | New | Q3 2025 |