Ranger Investment Management, L.P. 13F holdings
Ranger Investment Management, L.P. reported 83 positions with a total reported value of $1.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: LGND Ligand Pharmaceutical (5.2%), PDFS PDF Solutions Inc. (5.1%), SEI Solaris Energy Infrastructure, (3.0%), ULS UL Solutions Inc. (2.7%), STRL Sterling Infrastructure, Inc. (2.5%). Against 2026-03-31 it opened 11 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 83 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LGND Ligand Pharmaceutical | 257,596 | $81.4M | 5.2% |
| PDFS PDF Solutions Inc. | 1,149,647 | $81.4M | 5.1% |
| SEI Solaris Energy Infrastructure, | 583,733 | $47.0M | 3.0% |
| ULS UL Solutions Inc. | 418,200 | $42.6M | 2.7% |
| STRL Sterling Infrastructure, Inc. | 47,186 | $39.6M | 2.5% |
| AGX Argan, Inc. | 47,889 | $38.2M | 2.4% |
| MTSI MACOM Technology Solutions Hld | 100,486 | $38.2M | 2.4% |
| TFIN Triumph Financial, Inc. | 483,810 | $36.9M | 2.3% |
| SN SharkNinja, Inc. | 240,643 | $36.6M | 2.3% |
| EE Excelerate Energy, Inc | 912,300 | $34.7M | 2.2% |
| CWST Casella Waste Systems, Inc. | 330,460 | $32.0M | 2.0% |
| Simpson Manufacturing Co,Inc | 151,834 | $31.8M | 2.0% |
| Oceaneering International, Inc | 777,643 | $31.5M | 2.0% |
| WRBY Warby Parker Inc. | 1,020,064 | $30.9M | 2.0% |
| AAON AAON, Inc. | 241,003 | $30.6M | 1.9% |
| HQY HealthEquity, Inc. | 319,253 | $28.8M | 1.8% |
| ANIP ANI Pharmaceuticals, Inc. | 343,150 | $28.4M | 1.8% |
| SAIA Saia, Inc. | 64,665 | $27.2M | 1.7% |
| PEGA Pegasystems Inc. | 873,139 | $26.2M | 1.7% |
| ORA Ormat Technologies, Inc. | 224,096 | $24.4M | 1.5% |
| Chime Financial, Inc. | 1,188,661 | $24.3M | 1.5% |
| WSC WillScot Holdings Corp | 834,433 | $24.1M | 1.5% |
| RMBS Rambus Inc. | 176,692 | $23.5M | 1.5% |
| WBI WaterBridge Infrastructure LLC | 682,262 | $23.4M | 1.5% |
| FSS Federal Signal | 179,428 | $23.1M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 11 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ARMK Aramark | 333,660 | $19.0M | 1.2% |
| OPLN OPENLANE, Inc. | 440,010 | $18.1M | 1.1% |
| AMSC American Superconductor Corpor | 405,266 | $16.8M | 1.1% |
| GNRC Generac Holdings Inc. | 49,005 | $14.3M | 0.9% |
| CDNL Cardinal Infrastructure Group | 124,927 | $11.8M | 0.7% |
| VIAV Viavi Solutions Inc | 112,740 | $5.4M | 0.3% |
| OUST Ouster, Inc. | 77,190 | $4.8M | 0.3% |
| Liquidity Services, Inc. | 83,292 | $3.3M | 0.2% |
| TBN Tamboran Resources Corporation | 80,248 | $2.6M | 0.2% |
| NNBR NN, Inc. | 568,235 | $2.0M | 0.1% |
| FRVO Fervo Energy Company | 49,772 | $1.5M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TopBuild Corp. | 63,231 | $22.2M | 1.6% |
| IIIV I3 Verticals Inc | 925,888 | $20.7M | 1.5% |
| RGEN Repligen Corporation | 161,135 | $19.0M | 1.4% |
| GWRE Guidewire Software, Inc. | 114,745 | $17.2M | 1.2% |
| WING Wingstop Inc | 81,884 | $12.7M | 0.9% |
| VITL Vital Farms, Inc. | 579,790 | $8.2M | 0.6% |
| GCI Liberty, Inc. | 162,341 | $6.0M | 0.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WLDN Willdan Group Inc | 46,435 | 275,191 | +492.6% | $21.8M |
| ORA Ormat Technologies, Inc. | 107,950 | 224,096 | +107.6% | $24.4M |
| WULF TeraWulf Inc. | 398,330 | 838,560 | +110.5% | $20.7M |
| WRBY Warby Parker Inc. | 677,310 | 1,020,064 | +50.6% | $30.9M |
| WSC WillScot Holdings Corp | 485,983 | 834,433 | +71.7% | $24.1M |
| BWXT BWX Technologies, Inc. | 58,640 | 97,321 | +66.0% | $18.9M |
| Chime Financial, Inc. | 900,285 | 1,188,661 | +32.0% | $24.3M |
| HQY HealthEquity, Inc. | 271,223 | 319,253 | +17.7% | $28.8M |
| SN SharkNinja, Inc. | 212,742 | 240,643 | +13.1% | $36.6M |
| CVLG Covenant Logistics Group, Inc. | 172,710 | 236,658 | +37.0% | $10.5M |
| MGRC McGrath RentCorp | 23,515 | 39,415 | +67.6% | $4.8M |
| BOOT Boot Barn Holdings, Inc. | 84,060 | 90,241 | +7.4% | $14.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MTSI MACOM Technology Solutions Hld | 148,356 | 100,486 | -32.3% | $38.2M |
| LAZ Lazard Ltd | 577,662 | 270,470 | -53.2% | $11.3M |
| MEDP Medpace Holdings, Inc. | 48,357 | 26,869 | -44.4% | $14.2M |
| TXRH Texas Roadhouse Inc | 170,182 | 111,578 | -34.4% | $21.6M |
| PDFS PDF Solutions Inc. | 1,279,630 | 1,149,647 | -10.2% | $81.4M |
| WBI WaterBridge Infrastructure LLC | 924,570 | 682,262 | -26.2% | $23.4M |
| PLOW Douglas Dynamics,Inc. | 260,600 | 109,622 | -57.9% | $5.9M |
| APPF Appfolio, Inc. | 98,630 | 56,689 | -42.5% | $9.1M |
| SAIA Saia, Inc. | 80,188 | 64,665 | -19.4% | $27.2M |
| RMBS Rambus Inc. | 224,365 | 176,692 | -21.2% | $23.5M |
| STRL Sterling Infrastructure, Inc. | 53,634 | 47,186 | -12.0% | $39.6M |
| PEGA Pegasystems Inc. | 1,052,849 | 873,139 | -17.1% | $26.2M |
CIK 1319691 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
