PALISADE CAPITAL MANAGEMENT, LP
•CIK: 1009006•Filing: Q4 2025
PALISADE CAPITAL MANAGEMENT, LP, led by co-founders John Hempton and Andrew Tokeley, is known for its contrarian and event-driven investment strategy, currently managing $3.4 billion in assets across 379 positions. Recently, the fund has made notable moves by adding C-PR and WHG significantly, while cutting IVZ by 89%, reflecting its focus on exploiting market inefficiencies and capitalizing on distressed opportunities.
Total AUM
$3.0B
QoQ Performance
-7.6%
Positions
235
Top 10 Concentration
17.4%
Latest Filing
Q4 2025
Top Holdings Allocation
APH2.3%
AAPL2.1%
RJF1.8%
MLI1.7%
IDA1.7%
AIT1.7%
NVDA1.6%
HEI/A1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.2%
Technology10.1%
Financial3.0%
Consumer2.2%
Healthcare2.1%
Utilities0.4%
ETF0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+37 more exited positions
Changes from Q3 2025
NEW8 new positions
↑48 increased
↓137 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023