Paradice Investment Management LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 22 separate holdings, managed by the firm's Group Chief Operating Officer, Peter Manley.
The portfolio includes a mix of technology, industrial, and healthcare companies. Allegro Microsystems Inc. is the largest holding, with 4,728,332 shares. Other significant positions include Transcat Inc., with 245,979 shares, and Knife River Corp., with 686,822 shares.
Key holdings detailed in the filing include:
- Endava PLC ADS: 2,946,578 shares
- Transcat Inc.: 245,979 shares
- Knife River Corp.: 686,822 shares
- Allegro Microsystems Inc.: 4,728,332 shares
- OpenLane Inc.: 688,195 shares
- Zillow Group Inc. Class C: 1,235,108 shares
The filing was signed on October 19, 2026, and was submitted from Sydney, Australia.
