StreetAlpha
13F holdings · Q2 2026

Palisades Investment Partners

Santa Monica, CA · files as Palisades Investment Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 4, 2026Next filing due Nov 16, 2026CIK 1427373

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.

Reported value$352M+37.8% vs last quarter
Stocks held538 new · 6 sold out
Top 5 weight27.2%spread out
Turnover30%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPXC
Spx Technologies Inc
$31.3M8.9%128K+4,416 (+4%)8 of 8
2
KRYS
Krystal Biotech Inc
$17.8M5.0%48K+2,396 (+5%)8 of 8
3
PKE
Park Aerospace Corp
$16.6M4.7%435K+18K (+4%)4 of 8
4
TVTX
Travere Therapeutics Inc
$15.5M4.4%273K+18K (+7%)3 of 8
5
WLFC
Willis Lease Fin Corp
$14.4M4.1%63K+41K (+182%)8 of 8
6
ENVA
Enova Intl Inc
$14.4M4.1%60K+782 (+1%)8 of 8
7
IESC
Ies Hldgs Inc
$11M3.1%15K+382 (+3%)4 of 8
8
PAY
Paymentus Holdings Inc
$10.4M3.0%431K+1,762 (+0%)6 of 8
9
UFPT
Ufp Technologies Inc
$10.3M2.9%39K+1,125 (+3%)8 of 8
10
VCYT
Veracyte Inc
$10.3M2.9%175K+4,431 (+3%)7 of 8
🔒 43 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
IWM
Ishares TR
$8.4M34K
WGS
Genedx Holdings Corp
$5.9M92K
ROOT
Root Inc
$4M90K
IA
Innovative Solutions & Support Com
$1.3M64K
LMAT
Lemaitre Vascular Inc
$486K4,453

🔒 Free account: see all 6.

Reported value

last 8 quarters
$230MQ3 '24
$237MQ4 '24
$199MQ1 '25
$229MQ2 '25
$255MQ3 '25
$265MQ4 '25
$255MQ1 '26
$352MQ2 '26

The 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
FiledFormQuarter
Aug 4, 202613F-HRQ2 2026SEC 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.