PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE — 13F Holdings & Portfolio

CIK 1047859 · latest 13F-HR filed 2026-05-15

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE manages $73.6M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CDE (16.58%), SPY (13.26%), CDNA (11.80%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 3, added to 6, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$73.6M

Long-equity book

Holdings

14

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+5 / −3 / ↑6 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SUNOPTA INC$2.2M +71.4%
  • CAREDX INC$1.6M +22.9%
  • I-80 GOLD CORP$1.6M +73.5%
  • EPSILON ENERGY LTD$988.0K +32.8%
  • NPK INTERNATIONAL INC$665.8K +14.0%
Show all 6

Top Trims

  • AGNICO EAGLE MINES LTD-$3.4M -40.0%
  • DIAMEDICA THERAPEUTICS INC-$1.0M -14.9%
  • IRIDEX CORP-$130.0K -11.4%
Show all 3

New Positions

  • COEUR MNG INC$12.2M
  • STATE STR SPDR S&P 500 ETF T$9.8M
  • WESTERN MIDSTREAM PARTNERS L$4.1M
  • PROFOUND MED CORP$1.8M
  • NEXMETALS MINING CORP.$796.2K
Show all 5

Exited Positions

  • INVESCO QQQ TR$6.1M
  • BEL FUSE INC$254.4K
  • QUANTERIX CORP$159.0K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COEUR MNG INC CDE 192108504 $12.2M 16.58% 649,999 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.8M 13.26% 15,000 SH
3 CAREDX INC CDNA 14167L103 $8.7M 11.80% 500,000 SH
4 DIAMEDICA THERAPEUTICS INC DMAC 25253X207 $5.9M 8.05% 875,000 SH
5 NAVIGATOR HLDGS LTD NVGS Y62132108 $5.8M 7.87% 300,000 SH
6 NPK INTERNATIONAL INC NPKI 651718504 $5.4M 7.38% 375,000 SH
7 SUNOPTA INC STKL 8676EP108 $5.2M 7.08% 804,187 SH
8 AGNICO EAGLE MINES LTD AEM 008474108 $5.1M 6.90% 25,000 SH
9 WESTERN MIDSTREAM PARTNERS L WES 958669103 $4.1M 5.59% 100,000 SH
10 EPSILON ENERGY LTD EPSN 294375209 $4.0M 5.44% 650,000 SH
11 I-80 GOLD CORP IAUX 44955L106 $3.8M 5.16% 2,500,000 SH
12 PROFOUND MED CORP PROF 74319B502 $1.8M 2.43% 276,001 SH
13 IRIDEX CORP IRIX 462684101 $1.0M 1.37% 1,000,000 SH
14 NEXMETALS MINING CORP. NEXM 65346E204 $796.2K 1.08% 325,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $73.6M 14 0001047859-26-000002
2025-12-31 2026-02-12 $48.4M 12 0001047859-26-000001
2025-09-30 2025-11-12 $56.1M 12 0001047859-25-000007