Palisades Investment Partners
Palisades Investment Partners reported 53 stocks worth $352M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are SPXC (8.9%), KRYS (5.0%) and PKE (4.7%). Compared with Q1 2026, the fund opened new positions in ICHR, SATL and OSS, added to SPXC, KRYS and PKE, trimmed AMPX, OTTR and CRMD and sold out of IWM, WGS and ROOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() SPXC Spx Technologies Inc | $31.3M | 8.9% | 128K | +4,416 (+4%) | 8 of 8 | |
| 2 | ![]() KRYS Krystal Biotech Inc | $17.8M | 5.0% | 48K | +2,396 (+5%) | 8 of 8 | |
| 3 | ![]() PKE Park Aerospace Corp | $16.6M | 4.7% | 435K | +18K (+4%) | 4 of 8 | |
| 4 | ![]() TVTX Travere Therapeutics Inc | $15.5M | 4.4% | 273K | +18K (+7%) | 3 of 8 | |
| 5 | ![]() WLFC Willis Lease Fin Corp | $14.4M | 4.1% | 63K | +41K (+182%) | 8 of 8 | |
| 6 | ![]() ENVA Enova Intl Inc | $14.4M | 4.1% | 60K | +782 (+1%) | 8 of 8 | |
| 7 | ![]() IESC Ies Hldgs Inc | $11M | 3.1% | 15K | +382 (+3%) | 4 of 8 | |
| 8 | ![]() PAY Paymentus Holdings Inc | $10.4M | 3.0% | 431K | +1,762 (+0%) | 6 of 8 | |
| 9 | ![]() UFPT Ufp Technologies Inc | $10.3M | 2.9% | 39K | +1,125 (+3%) | 8 of 8 | |
| 10 | ![]() VCYT Veracyte Inc | $10.3M | 2.9% | 175K | +4,431 (+3%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() IWM Ishares TR | $8.4M | 34K |
![]() WGS Genedx Holdings Corp | $5.9M | 92K |
![]() ROOT Root Inc | $4M | 90K |
![]() IA Innovative Solutions & Support Com | $1.3M | 64K |
![]() LMAT Lemaitre Vascular Inc | $486K | 4,453 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palisades Investment Partners 13F FAQ
What does Palisades Investment Partners own?
Palisades Investment Partners reported 53 stocks worth $352M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are SPXC (8.9%), KRYS (5.0%) and PKE (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Palisades Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 34 added to, 11 trimmed and 6 sold out. New positions include ICHR, SATL and OSS. It sold all of IWM, WGS and ROOT.
When will Palisades Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palisades Investment Partners's portfolio worth?
The Q2 2026 filing reports $352M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














