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Palisades Investment Partners, LLC

CIK 1427373 · latest 13F filed 4 August 2026 · Read the filing on EDGAR

Palisades Investment Partners, LLC reported 53 US-listed holdings worth $351.6 million in its 13F for the quarter ended 30 June 2026, filed 4 August 2026. Its largest: SPX Technologies, Inc. (8.9%), Krystal Biotech, Inc. (5.1%) and Park Aerospace Corp. (4.7%). Against the quarter before, it opened 8 positions, added to 34, trimmed 11 and sold out of 6.

Reported holdings$351.6M+37.8% on Q1 2026
Positions53+2 on Q1 2026
The largest ten43.2%of its reported holdings
Latest 13FQ2 2026filed 4 August 2026
Where the money is
OpenedAdded to
SPXC8.9%KRYS5.1%PKE4.7%TVTX4.4%WLFC4.1%ENVA4.1%IESC3.1%PAY3.0%UFPT2.9%VCYT2.9%ICHR2.9%LPTH2.8%LUNR2.8%STRL2.6%39 more45.6%

The 14 largest of its 53 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $229.7 million in 40 positions$230MQ3 24Q4 2024: $237.0 million in 41 positions$237MQ4 24Q1 2025: $199.3 million in 40 positions$199MQ1 25Q2 2025: $228.7 million in 39 positions$229MQ2 25Q3 2025: $254.7 million in 49 positions$255MQ3 25Q4 2025: $264.7 million in 51 positions$265MQ4 25Q1 2026: $255.1 million in 51 positions$255MQ1 26Q2 2026: $351.6 million in 53 positions$352MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +42.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
80100120140Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +42.2%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 8Added 34Trimmed 11Sold out 6
Opened: 8Added: 34Trimmed: 11Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Ichor Holdings, Ltd. ICHR$10.1 million
  2. Satellogic Inc-A SATL$7.7 million
  3. One Stop System OSS$7.5 million
  4. Voyager Technologies Inc. VOYG$6.5 million
  5. Hyliion Holdings Corp. HYLN$4.7 million
  6. Silicom Ltd SILC$4.3 million
  7. Poet Technologies Inc. POET$3.6 million
  8. Cohu Inc. COHU$1.0 million

Added to 34

  1. Willis Lease Fin Corp. WLFC+40,700 shares · +182%
  2. Sterling Infrastructure, Inc. STRL+2,351 shares · +27%
  3. SPX Technologies, Inc. SPXC+4,416 shares · +4%
  4. Travere Therapeutics Inc. TVTX+17,840 shares · +7%
  5. Krystal Biotech, Inc. KRYS+2,396 shares · +5%
  6. Park Aerospace Corp. PKE+18,115 shares · +4%
  7. Intuitive Machines Inc. LUNR+30,381 shares · +7%
  8. Camtek Ltd CAMT+2,936 shares · +41%

and 26 more in the table below

Trimmed 11

  1. Medpace Holdings, Inc. MEDP-14,297 shares · -87%
  2. Makemytrip Limited Mauritius MMYT-105,653 shares · -86%
  3. Badger Meter Inc. BMI-30,848 shares · -87%
  4. Cormedix Inc. CRMD-183,605 shares · -30%
  5. Unusual Machs Inc. UMAC-6,555 shares · -4%
  6. Otter Tail Corp. OTTR-786 shares · -2%
  7. Tecogen Inc. TGEN-10,817 shares · -3%
  8. FirstCash Holdings, Inc. FCFS-187 shares · -1%

and 3 more in the table below

Sold out of 6

  1. iShares Russell 2000 ETF IWM$8.4 million last quarter
  2. Genedx Holdings Corp. WGS$5.9 million last quarter
  3. Root Inc. ROOT$4.0 million last quarter
  4. Innovative Solutions &amp Suppo IA$1.3 million last quarter
  5. Lemaitre Vascular Inc. LMAT$486,134 last quarter
  6. iShares Trust IWO$335,777 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPX Technologies, Inc. SPXC127.8K$31.3 million8.91%+4.4K
Krystal Biotech, Inc. KRYS47.8K$17.8 million5.05%+2.4K
Park Aerospace Corp. PKE435.1K$16.6 million4.72%+18.1K
Travere Therapeutics Inc. TVTX273.1K$15.5 million4.41%+17.8K
Willis Lease Fin Corp. WLFC63.0K$14.4 million4.10%+40.7K
Enova International, Inc. ENVA59.7K$14.4 million4.09%+782
IES Holdings, Inc. IESC15.0K$11.0 million3.13%+382
Paymentus Holdings Inc. PAY430.9K$10.4 million2.96%+1.8K
UFP Technologies Inc. UFPT38.8K$10.3 million2.93%+1.1K
Veracyte, Inc. VCYT175.0K$10.3 million2.92%+4.4K
Ichor Holdings, Ltd. ICHR89.7K$10.1 million2.87%new
LightPath Technologies Inc LPTH609.6K$10.0 million2.83%+12.1K
Intuitive Machines Inc. LUNR463.0K$9.9 million2.82%+30.4K
Sterling Infrastructure, Inc. STRL11.0K$9.3 million2.64%+2.4K
Skywater Technology Inc. SKYT260.1K$9.1 million2.58%-746
Onto Innovation Inc. ONTO22.7K$8.6 million2.44%+451
Paysign Inc. PAYS1.0M$8.2 million2.33%+6.9K
M-Tron Inds Inc. MPTI82.3K$8.2 million2.32%+1.3K
Satellogic Inc-A SATL1.4M$7.7 million2.20%new
One Stop System OSS414.4K$7.5 million2.14%new
Itron, Inc. ITRI79.8K$6.9 million1.96%+574
Mueller Water Products, Inc. MWA263.0K$6.8 million1.93%+7.7K
Voyager Technologies Inc. VOYG202.7K$6.5 million1.86%new
American Superconductor Corp. AMSC156.7K$6.5 million1.85%+4.1K
Financial Instns Inc. FISI150.8K$5.9 million1.68%+4.3K
First Financial Bancorp FFBC165.4K$5.6 million1.59%+4.1K
Moelis & Co. MC84.5K$5.5 million1.57%+6.9K
Amprius Technologies Inc. AMPX368.5K$5.1 million1.45%-1.0K
Hyliion Holdings Corp. HYLN907.9K$4.7 million1.35%new
Intapp Inc. INTA180.4K$4.5 million1.29%+4.0K
Silicom Ltd SILC90.3K$4.3 million1.23%new
Remitly Global, Inc. RELY192.8K$4.3 million1.23%+2.9K
Otter Tail Corp. OTTR43.6K$3.9 million1.12%-786
Poet Technologies Inc. POET347.5K$3.6 million1.02%new
Stifel Financial Corp. SF50.1K$3.5 million1.00%+1.1K
Cormedix Inc. CRMD426.5K$3.3 million0.95%-183.6K
Unusual Machs Inc. UMAC149.1K$3.3 million0.95%-6.6K
SPS Commerce Inc. SPSC55.8K$3.2 million0.91%+1.2K
FirstCash Holdings, Inc. FCFS14.0K$3.0 million0.86%-187
Kingstone Cos Inc. KINS148.8K$2.8 million0.81%-258
Amtech Sys Inc. ASYS102.7K$2.4 million0.67%+2.0K
UFP Industries Inc. UFPI25.2K$2.3 million0.65%+461
Artesian Resource ARTNA56.2K$1.9 million0.54%+1.3K
Tecogen Inc. TGEN323.1K$1.7 million0.48%-10.8K
Camtek Ltd CAMT10.1K$1.7 million0.47%+2.9K
Euronet Worldwide, Inc. EEFT22.4K$1.6 million0.47%+5.5K
FRP Hldgs Inc. FRPH47.0K$1.2 million0.33%+876
Medpace Holdings, Inc. MEDP2.2K$1.2 million0.33%-14.3K
Cohu Inc. COHU13.8K$1.0 million0.29%new
Makemytrip Limited Mauritius MMYT16.8K$896,1780.25%-105.7K
Four Corners Property Trust, Inc. FCPT31.1K$773,2780.22%+686
Badger Meter Inc. BMI4.7K$699,4630.20%-30.8K
Delcath Sys Inc. DCTH23.3K$293,0070.08%+9.5K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.