Paradice Investment Management LLC Portfolio Holdings by Sector

Paradice Investment Management LLC

$482 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Devices \| Healthcare TNDM GMED LIVN AVNS 4 stocks	$104,033 21.57% of portfolio	3	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTES ITT GNRC GTLS 4 stocks	$102,787 21.31% of portfolio	2	2	2	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$49,724 10.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVST 1 stocks	$35,686 7.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy CHX WHD 2 stocks	$31,972 6.63% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$30,694 6.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$25,039 5.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology DAVA 1 stocks	$23,988 4.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$20,465 4.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare EHAB 1 stocks	$16,744 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PRGS SHOP 2 stocks	$15,411 3.2% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services AXS 1 stocks	$14,384 2.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services CNO 1 stocks	$10,545 2.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$480 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$203 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$172 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts

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