PC

PALISADE CAPITAL MANAGEMENT, LP

13F
PALISADE CAPITAL MANAGEMENT, LP
Last update 2025-04-29 217 Stocks (11 new)
Value $3.08 Bil Turnover 4 %
Countries:
Top Holdings: PRMB(2.03%)IDA(1.79%)MLI(1.75%)AIT(1.74%)RJF(1.72%)
Summary Stock Picks Current Portfolio
PALISADE CAPITAL MANAGEMENT, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PRMB
Primo Brands Corp
1,763,585
62,589.6
-9.47%
2.030
-0.17%
0.470
-8.49%
-0.15%
11,395.8
Beverages - Non-Alcoholic
IDA
Idacorp Inc
476,233
55,347.8
-2.20%
1.790
-0.04%
0.880
+3.02%
+9.53%
6,369.0
Utilities - Regulated
MLI
Mueller Industries Inc
708,465
53,942.5
-8.88%
1.750
-0.16%
0.640
+18.30%
+8.59%
9,473.8
Industrial Products
AIT
Applied Industrial Technologies Inc
237,520
53,522.8
-0.88%
1.740
-0.02%
0.620
+16.22%
+7.28%
9,747.8
Industrial Distribution
RJF
Raymond James Financial Inc
382,889
53,187.2
+0.65%
1.720
+0.01%
0.190
+21.55%
+4.18%
32,321.1
Asset Management
AAPL
Apple Inc
237,266
52,703.9
-2.93%
1.710
-0.05%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
ACIW
ACI Worldwide Inc
864,618
47,303.3
-0.85%
1.530
-0.01%
0.820
-11.43%
-13.10%
4,732.0
Software
RLI
RLI Corp
574,807
46,174.2
-5.32%
1.500
-0.08%
0.630
-7.18%
-13.84%
6,490.2
Insurance
RBA
RB Global Inc
441,655
44,298.0
-0.75%
1.440
-0.01%
0.240
+13.92%
+20.07%
19,970.2
Business Services
WLY
John Wiley & Sons Inc
980,042
43,670.7
-0.71%
1.420
-0.01%
1.820
+5.84%
+1.29%
2,318.5
Media - Diversified

PALISADE CAPITAL MANAGEMENT, LP's Historical Top Holdings Breakdowns

PALISADE CAPITAL MANAGEMENT, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMTC
Semtech Corp
2025-03-31
Reduce
Reduce
-0.57%
●
31.44 ($49.33) 77.15
$48.56
-1.56%
Reduce -41.3%
435,636
-306,481
GPI
Group 1 Automotive Inc
2025-03-31
Reduce
Reduce
-0.40%
●
375.96 ($438.3) 484.08
$480.13
9.54%
Reduce -33.14%
64,131
-31,786
SM
SM Energy Co
2025-03-31
Add
Add
+0.37%
●
27.15 ($35.87) 44.69
$28.38
-20.88%
Add 45.49%
1,226,895
383,616
LRN
Stride Inc
2025-03-31
Reduce
Reduce
-0.28%
●
106.34 ($126.39) 142.28
$135.92
7.54%
Reduce -31.19%
200,191
-90,741
VERX
Vertex Inc
2025-03-31
Reduce
Reduce
-0.27%
●
31.15 ($45.68) 58.95
$35.84
-21.54%
Reduce -22.74%
579,945
-170,658
JAMF
Jamf Holding Corp
2025-03-31
New Buy
New Buy
+0.25%
●
12.15 ($14.34) 15.96
$8.65
-39.68%
New holding
622,783
622,783
GD
General Dynamics Corp
2025-03-31
Sold Out
Sold Out
-0.23%
●
241.94 ($259.92) 272.58
$303.38
16.72%
Sold Out
0
-28,551
NPO
Enpro Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
161.21 ($179.63) 207.46
$204.93
14.08%
Sold Out
0
-41,748
ITGR
Integer Holdings Corp
2025-03-31
Add
Add
+0.21%
●
115.16 ($130.88) 144.36
$121.77
-6.96%
Add 36.45%
205,379
54,863
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.20%
●
167.43 ($211.65) 244.7
$275.40
30.12%
Reduce -20.15%
115,906
-29,245

PALISADE CAPITAL MANAGEMENT, LP Total Holding History ($B)

To

PALISADE CAPITAL MANAGEMENT, LP's Asset Allocation

To

PALISADE CAPITAL MANAGEMENT, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PALISADE CAPITAL MANAGEMENT, LP's Hypothetical Growth since 2025-03-31

PALISADE CAPITAL MANAGEMENT, LP's Yearly Returns

Year Portfolio % % Excess Gain %

PALISADE CAPITAL MANAGEMENT, LP's Holdings Heat Map

Size field:

PALISADE CAPITAL MANAGEMENT, LP's Holdings Bubble Chart

PALISADE CAPITAL MANAGEMENT, LP News

  • 1

Discussions on PALISADE CAPITAL MANAGEMENT, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.