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Portfolio (Quarterly) Guide ↗

Paradice Investment Management LLC

· CIK 0001620275
13F Portfolio $532.4B AUM 23 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 3 Added 15 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MHK MOHAWK INDS INC Consumer Cyclical 294,205.0 $29.0M 5.44% +31K +11.9% $98.46 +0.3%
2 DLO DLOCAL LTD Technology 2,153,366.0 $27.9M 5.25% +210K +10.8% $12.97 -2.4%
3 NU NU HLDGS LTD Financial Services 12,942.0 $186K 0.04% +439.0 +3.5% $14.37 -10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 35.9%
Healthcare 20.8%
Consumer Cyclical 18.5%
Technology 8.5%
Energy 6.2%
Basic Materials 5.1%
Financial Services 5.0%