Palisade Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Palisade Capital Management, LP

CIK Number: 0001009006

3.53B
Market Value
267
# of Holdings
17 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 APH Amphenol Corpor...
127.34
+1.39% 631.65K -3.58% 62.38M 14.89 1.77% Share
2 RJF Raymond James F...
160.13
-2.17% 375.56K -1.91% 57.6M 41.8 1.63% Share
3 MLI Mueller Industr...
98.58
-0.57% 681.8K -3.76% 54.18M 16.1 1.53% Share
4 IDA IDACORP, Inc.
135.82
-0.13% 462.92K -2.79% 53.44M 79.69 1.51% Share
5 AIT Applied Industr...
244.88
-1.25% 229.55K -3.35% 53.36M 62.7 1.51% Share
6 AAPL Apple Inc.
247.45
-0.76% 235.38K -0.79% 48.29M 24.62 1.37% Share
7 PRMB Primo Brands Co...
22.20
-1% 1.52M -13.84% 45.01M 30.77 1.27% Share
8 WLY John Wiley & So...
37.03
-1.02% 953.04K -2.76% 42.53M 47.18 1.20% Share
9 MSFT Microsoft Corpo...
511.61
-0.35% 84.19K +2.29% 41.88M 198.42 1.19% Share
10 NVDA NVIDIA Corporat...
181.81
+1.10% 264.83K +11.48% 41.84M 73.18 1.18% Share
11 PFGC Performance Foo...
100.62
-2.82% 466.78K -2.95% 40.83M 33.91 1.16% Share
12 LFUS Littelfuse, Inc...
267.15
+1.05% 178.65K -2.59% 40.5M 166.69 1.15% Share
13 WSFS WSFS Financial ...
50.35
-5.76% 726.01K -2.94% 39.93M 40.32 1.13% Share
14 ACIW ACI Worldwide, ...
48.18
-4.63% 860.8K -0.44% 39.52M 23.03 1.12% Share
15 TXRH Texas Roadhouse...
172.74
+0.12% 209.79K -2.73% 39.32M 44.77 1.11% Share
16 CAKE The Cheesecake ...
54.27
-0.28% 603.78K -2.76% 37.83M 41.09 1.07% Share
17 WWD Woodward, Inc.
246.97
-1.8% 153.89K -2.82% 37.72M 78.16 1.07% Share
18 VRRM Verra Mobility ...
24.34
+0.37% 1.46M +4.46% 37.17M 15 1.05% Share
19 EGP EastGroup Prope...
175.95
+0.77% 219.91K -2.99% 36.75M 113.32 1.04% Share
20 BLKB Blackbaud, Inc.
62.44
-1.58% 569.66K -2.79% 36.58M 61.27 1.04% Share
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