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
-6.92%
-0.44%
11,362.2
Beverages - Non-Alcoholic
IDA
Idacorp Inc
476,233
55,347.8
-2.20%
1.790
-0.04%
0.880
+3.50%
+7.56%
6,254.5
Utilities - Regulated
MLI
Mueller Industries Inc
708,465
53,942.5
-8.88%
1.750
-0.16%
0.640
+21.93%
+5.58%
9,211.6
Industrial Products
AIT
Applied Industrial Technologies Inc
237,520
53,522.8
-0.88%
1.740
-0.02%
0.620
+20.45%
+3.81%
9,432.0
Industrial Distribution
RJF
Raymond James Financial Inc
382,889
53,187.2
+0.65%
1.720
+0.01%
0.190
+26.62%
+2.48%
31,792.5
Asset Management
AAPL
Apple Inc
237,266
52,703.9
-2.93%
1.710
-0.05%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
ACIW
ACI Worldwide Inc
864,618
47,303.3
-0.85%
1.530
-0.01%
0.820
-4.31%
-11.52%
4,818.0
Software
RLI
RLI Corp
574,807
46,174.2
-5.32%
1.500
-0.08%
0.630
-1.48%
-12.85%
6,564.5
Insurance
RBA
RB Global Inc
441,655
44,298.0
-0.75%
1.440
-0.01%
0.240
+17.12%
+16.74%
19,413.2
Business Services
WLY
John Wiley & Sons Inc
980,042
43,670.7
-0.71%
1.420
-0.01%
1.820
+8.32%
-0.71%
2,276.1
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
$45.10
-8.57%
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
$454.94
3.80%
Reduce -33.14%
64,131
-31,786
SM
SM Energy Co
2025-03-31
Add
Add
+0.37%
●
27.15 ($35.87) 44.69
$27.83
-22.41%
Add 45.49%
1,226,895
383,616
LRN
Stride Inc
2025-03-31
Reduce
Reduce
-0.28%
●
106.34 ($126.39) 142.28
$136.22
7.78%
Reduce -31.19%
200,191
-90,741
VERX
Vertex Inc
2025-03-31
Reduce
Reduce
-0.27%
●
31.15 ($45.68) 58.95
$36.15
-20.86%
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
$9.10
-36.54%
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
$296.65
14.13%
Sold Out
0
-28,551
NPO
Enpro Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
161.21 ($179.63) 207.46
$199.75
11.20%
Sold Out
0
-41,748
ITGR
Integer Holdings Corp
2025-03-31
Add
Add
+0.21%
●
115.16 ($130.88) 144.36
$118.17
-9.71%
Add 36.45%
205,379
54,863
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.20%
●
167.43 ($211.65) 244.7
$271.80
28.42%
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

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