Palisade Capital Management LLC Reduced Holdings in Q2 2025

Palisade Capital Management LLC

  • $2.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-12.7K
- 3.79%
$53.93 - $61.5 $685K - $781K
322K $19.8M
FNV
Franco Nevada Corp

Basic Materials
-7.66K
- 5.09%
$143.04 - $178.17 $1.1M - $1.36M
143K $23.4M
IAC
Iac/Inter Active Corp

Communication Services
-475
- 1.49%
$32.68 - $40.02 $15.5K - $19K
31.4K $1.17M
UNP
Union Pacific Corp

Industrials
-175
- 0.5%
$208.27 - $238.46 $36.4K - $41.7K
34.9K $8.03M
NOC
Northrop Grumman Corp

Industrials
-100
- 0.84%
$456.3 - $540.39 $45.6K - $54K
11.8K $5.87M
AIT
Applied Industrial Technologies Inc

Industrials
-7.97K
- 3.35%
$206.03 - $243.28 $1.64M - $1.94M
230K $53.4M
SHW
Sherwin Williams CO

Basic Materials
-200
- 1.3%
$313.51 - $363.51 $62.7K - $72.7K
15.2K $5.21M
HD
Home Depot, Inc.

Consumer Cyclical
-413
- 1.01%
$335.24 - $380.78 $138K - $157K
40.6K $14.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.13K
- 1.16%
$63.54 - $68.5 $71.8K - $77.4K
96.6K $6.52M
SQ
Block, Inc.

Technology
-1.45K
- 3.62%
N/A
38.7K $2.21M
ADBE
Adobe Inc.

Technology
-125
- 1.44%
$340.0 - $420.68 $42.5K - $52.6K
8.53K $3.3M
BILL
Bill.Com Holdings, Inc.

Technology
-500
- 6.9%
$37.81 - $48.03 $18.9K - $24K
6.75K $312K
Primo Brands Corporation
-244K
- 13.84%
N/A
1.52M $0
Liberty Media Corp Del
-500K
- 38.2%
N/A
809K $0
Jazz Investments I LTD
-941K
- 60.32%
N/A
619K $0
Microstrategy Inc
-8.05K
- 46.8%
N/A
9.15K $0
Bank America Corp
-209
- 4.56%
N/A
4.38K $0
Conmed Corp
-1.03M
- 66.34%
N/A
520K $0
Microchip Technology Inc.
-3.37K
- 30.63%
N/A
7.63K $0
Rb Global Inc
-398K
- 90.2%
N/A
43.3K $0
Jacobs Solutions Inc
-390
- 11.39%
N/A
3.03K $0
Axon Enterprise Inc
-130K
- 34.21%
N/A
250K $0
Confluent Inc
-874K
- 36.82%
N/A
1.5M $0
Wells Fargo CO New
-444
- 4.79%
N/A
8.83K $0
Wayfair Inc
-500K
- 50.0%
N/A
500K $0
Wayfair Inc
-561K
- 23.38%
N/A
1.84M $0
Digitalbridge Group Inc
-52.4K
- 3.02%
N/A
1.68M $0
Vestis Corporation
-25.7K
- 2.82%
N/A
887K $0
Unity Software Inc
-928K
- 64.22%
N/A
517K $0
Envista Holdings Corporation
-2M
- 88.89%
N/A
250K $0
Ford Mtr CO
-1M
- 19.43%
N/A
4.15M $0
Guardant Health Inc
-500K
- 12.39%
N/A
3.54M $0
Ishares Bitcoin Trust ETF
-5.05K
- 18.88%
N/A
21.7K $0
Lyft Inc
-500K
- 50.0%
N/A
500K $0
Sea LTD
-2M
- 25.23%
N/A
5.93M $0
Ge Vernova Inc
-641
- 14.91%
N/A
3.66K $0
HEIA
Heico Crp Cl A
-4.5K
- 2.42%
N/A
182K $0
COST
Costco Wholesale Corp

Consumer Defensive
-456
- 4.09%
$908.13 - $1056.85 $414K - $482K
10.7K $10.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-66
- 0.17%
$51.16 - $62.02 $3.38K - $4.09K
39.4K $2.44M
BLKB
Blackbaud Inc

Technology
-16.3K
- 2.79%
$59.04 - $64.55 $965K - $1.06M
570K $36.6M
MLI
Mueller Industries Inc

Industrials
-26.7K
- 3.76%
$68.45 - $79.6 $1.83M - $2.12M
682K $54.2M
SPGI
S&P Global Inc.

Financial Services
-38
- 0.27%
$438.31 - $527.29 $16.7K - $20K
13.9K $7.31M
ITGR
Integer Holdings Corp

Healthcare
-6.19K
- 3.01%
$106.73 - $126.93 $661K - $786K
199K $24.5M
AMAT
Applied Materials Inc

Technology
-1.73K
- 9.59%
$126.95 - $183.52 $220K - $318K
16.3K $2.99M
V
Visa Inc.

Financial Services
-60
- 0.07%
$308.27 - $373.31 $18.5K - $22.4K
84.8K $30.1M
MATW
Matthews International Corp

Industrials
-23.8K
- 3.65%
$18.8 - $24.36 $448K - $581K
630K $15.1M
RNST
Renasant Corp

Financial Services
-37.2K
- 3.77%
$27.68 - $36.52 $1.03M - $1.36M
948K $34.1M
CMC
Commercial Metals CO

Basic Materials
-13.3K
- 2.81%
$39.2 - $50.67 $521K - $673K
460K $22.5M
CRSR
Corsair Gaming, Inc.

Technology
-67.7K
- 2.8%
$5.79 - $9.7 $392K - $657K
2.35M $22.1M
Activity Summary
Buys All Purchases 117 New Holdings 37 Increased Positions 80 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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