2026 Q2 Portfolio Activity
In 2026 Q2, Ranger Investment Management, L.P. maintained a portfolio of 90 distinct positions. The most significant new addition was Aramark, now representing 1.20% of the total fund value. They heavily accumulated shares in Willdan Group Inc, increasing the position by 492.6%. Conversely, Ranger Investment Management, L.P. completely exited their position in TopBuild Corp..
Position History
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Total Positions
90
Quarter
2026 Q2
Top Holding
LGND (5.2%)
Top 10 Concentration
30.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 90
Ranger Investment Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LGND
Ligand Pharmace...
|
Healthcare | 5.15% | 3.87% |
#1
Prev: #1
|
4.6 |
—
|
-10,347 | -3.9% |
P
S
|
257,596 | $81,423,520 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PDFS
PDF Solutions I...
|
Technology | 5.15% | 3.03% |
#2
1
Prev: #3
|
4.1 |
—
|
-129,983 | -10.2% |
P
S
|
1,149,647 | $81,383,511 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SEI
Solaris Energy ...
|
Energy | 2.97% | 2.49% |
#3
2
Prev: #5
|
2.7 |
—
|
-24,077 | -4.0% |
P
S
|
583,733 | $46,967,157 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ULS
UL Solutions In...
|
Industrials | 2.69% | 2.77% |
#4
Prev: #4
|
2.1 |
—
|
-28,730 | -6.4% |
P
S
|
418,200 | $42,597,852 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
STRL
Sterling Infras...
|
Industrials | 2.51% | 1.58% |
#5
20
Prev: #25
|
2.0 |
—
|
-6,448 | -12.0% |
P
S
|
47,186 | $39,606,041 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGX
Argan, Inc.
|
Industrials | 2.42% | 2.11% |
#6
3
Prev: #9
|
1.5 |
—
|
-5,703 | -10.6% |
P
S
|
47,889 | $38,241,761 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MTSI
MACOM Technolog...
|
Technology | 2.42% | 2.38% |
#7
1
Prev: #6
|
1.0 |
—
|
-47,870 | -32.3% |
P
S
|
100,486 | $38,221,860 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TFIN
Triumph Financi...
|
Financial Services | 2.34% | 2.26% |
#8
1
Prev: #7
|
1.4 |
—
|
-39,441 | -7.5% |
P
S
|
483,810 | $36,919,541 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SN
SharkNinja, Inc...
|
Consumer Cyclical | 2.32% | 1.63% |
#9
14
Prev: #23
|
2.9 |
—
|
27,901 | 13.1% |
P
S
|
240,643 | $36,642,710 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EE
Excelerate Ener...
|
Energy | 2.19% | 2.17% |
#10
2
Prev: #8
|
1.4 |
—
|
15,259 | 1.7% |
P
S
|
912,300 | $34,658,277 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CWST
Casella Waste S...
|
Industrials | 2.03% | 1.96% |
#11
3
Prev: #14
|
1.3 |
—
|
-11,229 | -3.3% |
P
S
|
330,460 | $32,044,706 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SSD
Simpson Manufac...
|
Basic Materials | 2.01% | 1.92% |
#12
3
Prev: #15
|
1.3 |
—
|
-3,077 | -2.0% |
P
S
|
151,834 | $31,786,448 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OII
Oceaneering Int...
|
Energy | 1.99% | 2.04% |
#13
3
Prev: #10
|
1.3 |
—
|
-18,952 | -2.4% |
P
S
|
777,643 | $31,510,094 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WRBY
Warby Parker In...
|
Healthcare | 1.96% | 1.03% |
#14
32
Prev: #46
|
3.8 |
—
|
342,754 | 50.6% |
P
S
|
1,020,064 | $30,948,742 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAON
AAON, Inc.
|
Industrials | 1.93% | 1.54% |
#15
11
Prev: #26
|
1.3 |
—
|
-16,407 | -6.4% |
P
S
|
241,003 | $30,573,641 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HQY
HealthEquity, I...
|
Healthcare | 1.82% | 1.64% |
#16
6
Prev: #22
|
2.7 |
—
|
48,030 | 17.7% |
P
S
|
319,253 | $28,834,931 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ANIP
ANI Pharmaceuti...
|
Healthcare | 1.80% | 2.00% |
#17
4
Prev: #13
|
1.2 |
—
|
-16,933 | -4.7% |
P
S
|
343,150 | $28,405,957 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SAIA
Saia, Inc.
|
Industrials | 1.72% | 2.04% |
#18
7
Prev: #11
|
1.2 |
—
|
-15,523 | -19.4% |
P
S
|
64,665 | $27,234,311 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PEGA
Pegasystems Inc...
|
Technology | 1.66% | 3.24% |
#19
17
Prev: #2
|
1.2 |
—
|
-179,710 | -17.1% |
P
S
|
873,139 | $26,167,976 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ORA
Ormat Technolog...
|
Utilities | 1.54% | 0.87% |
#20
31
Prev: #51
|
3.6 |
—
|
116,146 | 107.6% |
P
S
|
224,096 | $24,404,054 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CHYM
Chime Financial...
|
Technology | 1.54% | 1.22% |
#21
18
Prev: #39
|
3.1 |
—
|
288,376 | 32.0% |
P
S
|
1,188,661 | $24,343,777 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WSC
WillScot Holdin...
|
Industrials | 1.52% | 0.61% |
#22
40
Prev: #62
|
3.6 |
—
|
348,450 | 71.7% |
P
S
|
834,433 | $24,081,736 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RMBS
Rambus Inc.
|
Technology | 1.48% | 1.40% |
#23
9
Prev: #32
|
0.6 |
—
|
-47,673 | -21.2% |
P
S
|
176,692 | $23,454,096 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WB
WaterBridge Inf...
|
Communication Services | 1.48% | 1.79% |
#24
7
Prev: #17
|
0.6 |
—
|
-242,308 | -26.2% |
P
S
|
682,262 | $23,381,119 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FSS
Federal Signal
|
Industrials | 1.46% | 1.50% |
#25
2
Prev: #27
|
1.1 |
—
|
-12,301 | -6.4% |
P
S
|
179,428 | $23,054,704 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JLL
Jones Lang LaSa...
|
Real Estate | 1.38% | 1.65% |
#26
5
Prev: #21
|
1.1 |
—
|
-4,842 | -6.4% |
P
S
|
70,269 | $21,779,877 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WLDN
Willdan Group I...
|
Industrials | 1.38% | 0.26% |
#27
51
Prev: #78
|
3.6 |
—
|
228,756 | 492.6% |
P
S
|
275,191 | $21,767,608 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TXRH
Texas Roadhouse...
|
Consumer Cyclical | 1.36% | 2.03% |
#28
16
Prev: #12
|
0.5 |
—
|
-58,604 | -34.4% |
P
S
|
111,578 | $21,560,217 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
STVN
Stevanato Group...
|
Healthcare | 1.36% | 1.26% |
#29
8
Prev: #37
|
1.0 |
—
|
-84,436 | -6.6% |
P
S
|
1,186,375 | $21,437,796 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LMAT
LeMaitre Vascul...
|
Healthcare | 1.33% | 1.88% |
#30
14
Prev: #16
|
1.0 |
—
|
-19,053 | -8.0% |
P
S
|
219,307 | $21,044,700 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WULF
TeraWulf Inc.
|
Financial Services | 1.31% | 0.42% |
#31
42
Prev: #73
|
3.5 |
—
|
440,230 | 110.5% |
P
S
|
838,560 | $20,712,432 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ARMK
Aramark
|
Industrials | 1.20% | — |
#32
Prev: #—
|
4.0 |
—
|
333,660 | — |
NEW
|
333,660 | $18,985,254 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BWXT
BWX Technologie...
|
Industrials | 1.20% | 0.87% |
#33
19
Prev: #52
|
3.5 |
—
|
38,681 | 66.0% |
P
S
|
97,321 | $18,943,533 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KAR
OPENLANE, Inc.
|
Unknown | 1.15% | — |
#34
Prev: #—
|
4.0 |
—
|
440,010 | — |
NEW
|
440,010 | $18,146,012 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 1.14% | 1.13% |
#35
8
Prev: #43
|
1.0 |
—
|
-4,563 | -6.4% |
P
S
|
67,226 | $17,950,687 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PCTY
Paylocity Holdi...
|
Technology | 1.13% | 1.43% |
#36
5
Prev: #31
|
1.0 |
—
|
-11,663 | -6.4% |
P
S
|
171,262 | $17,902,017 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADMA
ADMA Biologics,...
|
Healthcare | 1.12% | 1.49% |
#37
8
Prev: #29
|
0.9 |
—
|
-168,393 | -7.4% |
P
S
|
2,115,417 | $17,706,040 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PL
Planet Labs PBC
|
Industrials | 1.12% | 1.14% |
#38
3
Prev: #41
|
0.9 |
—
|
-27,367 | -4.9% |
P
S
|
533,917 | $17,688,670 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MLAB
Mesa Laboratori...
|
Technology | 1.10% | 1.30% |
#39
4
Prev: #35
|
0.9 |
—
|
-28,915 | -14.3% |
P
S
|
173,988 | $17,320,505 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMSC
American Superc...
|
Industrials | 1.06% | — |
#40
Prev: #—
|
3.9 |
—
|
405,266 | — |
NEW
|
405,266 | $16,822,592 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SKY
Champion Homes,...
|
Consumer Cyclical | 1.04% | 1.07% |
#41
4
Prev: #45
|
0.9 |
—
|
-12,581 | -6.3% |
P
S
|
185,831 | $16,375,428 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LTH
Life Time Group...
|
Consumer Cyclical | 1.03% | 0.83% |
#42
12
Prev: #54
|
0.9 |
—
|
-27,440 | -6.4% |
P
S
|
399,163 | $16,301,817 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NCNO
nCino, Inc.
|
Technology | 1.01% | 1.15% |
#43
3
Prev: #40
|
0.9 |
—
|
-81,905 | -7.7% |
P
S
|
975,055 | $15,942,149 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PR
Permian Resourc...
|
Energy | 0.95% | 1.35% |
#44
10
Prev: #34
|
0.9 |
—
|
-55,689 | -6.4% |
P
S
|
816,316 | $15,028,378 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRL
Charles River L...
|
Healthcare | 0.95% | 0.88% |
#45
5
Prev: #50
|
0.9 |
—
|
-4,533 | -6.4% |
P
S
|
66,182 | $15,009,416 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 0.94% | 0.89% |
#46
3
Prev: #49
|
2.4 |
—
|
6,181 | 7.4% |
P
S
|
90,241 | $14,823,889 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GNRC
Generac Holding...
|
Industrials | 0.91% | — |
#47
Prev: #—
|
3.9 |
—
|
49,005 | — |
NEW
|
49,005 | $14,349,154 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MEDP
Medpace Holding...
|
Healthcare | 0.90% | 1.68% |
#48
28
Prev: #20
|
0.4 |
—
|
-21,488 | -44.4% |
P
S
|
26,869 | $14,229,554 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KRMN
Karman Holdings...
|
Industrials | 0.88% | 1.72% |
#49
30
Prev: #19
|
0.9 |
—
|
-19,055 | -6.4% |
P
S
|
278,485 | $13,901,971 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CELH
Celsius Holding...
|
Consumer Defensive | 0.86% | 1.28% |
#50
14
Prev: #36
|
0.8 |
—
|
-32,025 | -6.4% |
P
S
|
465,470 | $13,628,962 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 90 holdings