Palisades Investment Partners, LLC
•CIK: 1427373•Filing: Q4 2025
**Palisades Investment Partners, LLC** manages $265M across a concentrated portfolio of 51 positions. The fund exhibits significant conviction in select names, notably maintaining a substantial position in UAO at $29.9M. Further top holdings include SPXC ($23.0M) and WGS ($11.3M), indicating a targeted, high-conviction approach to market opportunities. This allocation structure suggests a focus on deep fundamental research within its core sectors.
Total AUM
$264.7M
QoQ Performance
+3.9%
Positions
50
Top 10 Concentration
47.5%
Latest Filing
Q4 2025
Top Holdings Allocation
UAO
SPXC
UAO11.3%
SPXC8.7%
WGS4.3%
KRYS4.0%
MMYT3.7%
MEDP3.5%
ENVA3.3%
UFPT2.9%
📈 Biggest Buys
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
CORECARD CORPORATION
SOLD
$1.4M
Changes from Q3 2025
NEW4 new positions
↑43 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024