Paradoxiom Capital L.P. current holdings: USA Stocks
Paradoxiom Capital L.P. reported $0.15 billion in share positions in stocks (listed in the US), 31 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are BA, FLS, WWD.
- BA: Country of operation United States; Class COM; Shares 55,832; Value $9,522,148.
- FLS: Country of operation United States; Class COM; Shares 194,751; Value $9,511,639.
- WWD: Country of operation United States; Class COM; Shares 48,866; Value $8,917,556.
- RTX: Country of operation United States; Class COM; Shares 64,696; Value $8,569,632.
Form 13F-HR as filed (SEC CIK 2028104): quarter ended 2025-03-31, filed 2025-05-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
BA
BOEING CO | United States | COM | 55,832 | $9,522,148 | 6.18% | 2025-03-31 | 2025-05-15 | +10.04% |
|---|
FLS
FLOWSERVE CORP | United States | COM | 194,751 | $9,511,639 | 6.17% | 2025-03-31 | 2025-05-15 | +51.13% |
|---|
WWD
WOODWARD INC | United States | COM | 48,866 | $8,917,556 | 5.79% | 2025-03-31 | 2025-05-15 | +80.71% |
|---|
RTX
RTX CORPORATION | United States | COM | 64,696 | $8,569,632 | 5.56% | 2025-03-31 | 2025-05-15 | +41.13% |
|---|
PSN
PARSONS CORP DEL | United States | COM | 137,561 | $8,144,987 | 5.29% | 2025-03-31 | 2025-05-15 | -29.83% |
|---|
ALLE
ALLEGION PLC | Ireland | ORD SHS | 58,033 | $7,570,985 | 4.91% | 2025-03-31 | 2025-05-15 | +19.14% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 34,588 | $7,324,009 | 4.75% | 2025-03-31 | 2025-05-15 | |
|---|
AOS
SMITH A O CORP | United States | COM | 108,191 | $7,071,364 | 4.59% | 2025-03-31 | 2025-05-15 | -11.23% |
|---|
DOV
DOVER CORP | United States | COM | 31,106 | $5,464,702 | 3.55% | 2025-03-31 | 2025-05-15 | +7.98% |
|---|
MTZ
MASTEC INC | United States | COM | 41,093 | $4,795,964 | 3.11% | 2025-03-31 | 2025-05-15 | +80.13% |
|---|
FTV
FORTIVE CORP | United States | COM | 61,671 | $4,513,084 | 2.93% | 2025-03-31 | 2025-05-15 | +0.48% |
|---|
FTAI
FTAI AVIATION LTD | United States | SHS | 38,456 | $4,269,770 | 2.77% | 2025-03-31 | 2025-05-15 | +52.15% |
|---|
HRI
HERC HLDGS INC | United States | COM | 31,608 | $4,244,006 | 2.75% | 2025-03-31 | 2025-05-15 | -5.24% |
|---|
TTEK
TETRA TECH INC NEW | United States | COM | 140,955 | $4,122,934 | 2.68% | 2025-03-31 | 2025-05-15 | +15.21% |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 56,196 | $4,057,351 | 2.63% | 2025-03-31 | 2025-05-15 | +243.96% |
|---|
GEV
GE VERNOVA INC | United States | COM | 13,079 | $3,992,757 | 2.59% | 2025-03-31 | 2025-05-15 | +215.28% |
|---|
XPO
XPO INC | United States | COM | 36,734 | $3,951,844 | 2.56% | 2025-03-31 | 2025-05-15 | +64.87% |
|---|
FLR
FLUOR CORP NEW | United States | COM | 104,559 | $3,745,303 | 2.43% | 2025-03-31 | 2025-05-15 | +39.11% |
|---|
TSLA
TESLA INC | United States | COM | 14,447 | $3,744,085 | 2.43% | 2025-03-31 | 2025-05-15 | +36.15% |
|---|
OSK
OSHKOSH CORP | United States | COM | 39,577 | $3,723,404 | 2.42% | 2025-03-31 | 2025-05-15 | +39.97% |
|---|
UAL
UNITED AIRLS HLDGS INC | United States | COM | 53,880 | $3,720,414 | 2.41% | 2025-03-31 | 2025-05-15 | +63.14% |
|---|
TFII
TFI INTL INC | | COM | 47,922 | $3,711,559 | 2.41% | 2025-03-31 | 2025-05-15 | +57.31% |
|---|
ALK
ALASKA AIR GROUP INC | United States | COM | 75,189 | $3,700,803 | 2.40% | 2025-03-31 | 2025-05-15 | -18.87% |
|---|
KNX
KNIGHT-SWIFT TRANSN HLDGS IN | United States | CL A | 84,559 | $3,677,471 | 2.39% | 2025-03-31 | 2025-05-15 | +47.60% |
|---|
CMI
CUMMINS INC | United States | COM | 11,677 | $3,660,039 | 2.38% | 2025-03-31 | 2025-05-15 | +66.34% |
|---|
BWXT
BWX TECHNOLOGIES INC | United States | COM | 37,069 | $3,656,857 | 2.37% | 2025-03-31 | 2025-05-15 | +39.90% |
|---|
CNH
CNH INDL N V | | SHS | 283,138 | $3,476,935 | 2.26% | 2025-03-31 | 2025-05-15 | +6.35% |
|---|
ROAD
CONSTRUCTION PARTNERS INC | United States | COM CL A | 47,726 | $3,430,068 | 2.23% | 2025-03-31 | 2025-05-15 | +27.87% |
|---|
FDX
FEDEX CORP | United States | COM | 12,695 | $3,094,787 | 2.01% | 2025-03-31 | 2025-05-15 | +46.34% |
|---|
CSX
CSX CORP | United States | COM | 99,841 | $2,938,321 | 1.91% | 2025-03-31 | 2025-05-15 | +59.46% |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 8,382 | $1,754,436 | 1.14% | 2025-03-31 | 2025-05-15 | +12.98% |
|---|
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