Ranger Investment Management, L.P. reported 81 positions worth $1.56B for the quarter ended Jun 30, 2026, up 16.3% on the prior quarter. It opened 11 new positions, added to 20, trimmed 50 and exited 6. Its largest holding is Ligand Pharmaceuticals Inc at 5.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARMK Aramark | +333.7K | – | $18.99M | 1.22% |
| OPLN OPENLANE, Inc. | +440.0K | – | $18.15M | 1.16% |
| WLDN Willdan Group, Inc. | +228.8K | +492.6% | $18.09M | 1.39% |
| AMSC American Superconductor Corp | +405.3K | – | $16.82M | 1.08% |
| GNRC Generac Holdings Inc. | +49.0K | – | $14.35M | 0.919% |
| ORA Ormat Technologies, Inc. | +116.1K | +107.6% | $12.65M | 1.56% |
| CDNL Cardinal Infrastructure Group Inc. | +124.9K | – | $11.77M | 0.754% |
| WULF Terawulf Inc. | +440.2K | +110.5% | $10.87M | 1.33% |
| WRBY Warby Parker Inc. | +342.8K | +50.6% | $10.40M | 1.98% |
| WSC WillScot Holdings Corp | +348.5K | +71.7% | $10.06M | 1.54% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IIIV i3 Verticals, Inc. | -925.9K | -100.0% | $20.70M | Exited |
| RGEN Repligen Corp | -161.1K | -100.0% | $18.98M | Exited |
| MTSI MACOM Technology Solutions Holdings, Inc. | -47.9K | -32.3% | $18.21M | 2.45% |
| GWRE Guidewire Software, Inc. | -114.7K | -100.0% | $17.16M | Exited |
| LAZ Lazard, Inc. | -307.2K | -53.2% | $12.88M | 0.727% |
| WING Wingstop Inc. | -81.9K | -100.0% | $12.69M | Exited |
| MEDP Medpace Holdings, Inc. | -21.5K | -44.4% | $11.38M | 0.912% |
| TXRH Texas Roadhouse, Inc. | -58.6K | -34.4% | $11.32M | 1.38% |
| PDFS Pdf Solutions Inc | -130.0K | -10.2% | $9.20M | 5.21% |
| WBI WaterBridge Infrastructure LLC | -242.3K | -26.2% | $8.30M | 1.5% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARMK Aramark | +333.7K | $18.99M | 1.22% |
| OPLN OPENLANE, Inc. | +440.0K | $18.15M | 1.16% |
| AMSC American Superconductor Corp | +405.3K | $16.82M | 1.08% |
| GNRC Generac Holdings Inc. | +49.0K | $14.35M | 0.919% |
| CDNL Cardinal Infrastructure Group Inc. | +124.9K | $11.77M | 0.754% |
| VIAV Viavi Solutions Inc. | +112.7K | $5.38M | 0.345% |
| OUST Ouster, Inc. | +77.2K | $4.83M | 0.309% |
| LQDT Liquidity Services Inc | +83.3K | $3.26M | 0.209% |
| TBN Tamboran Resources Corp | +80.2K | $2.61M | 0.167% |
| NNBR Nn Inc | +568.2K | $2.04M | 0.131% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IIIV i3 Verticals, Inc. | -925.9K | $20.70M | 1.54% |
| RGEN Repligen Corp | -161.1K | $18.98M | 1.41% |
| GWRE Guidewire Software, Inc. | -114.7K | $17.16M | 1.28% |
| WING Wingstop Inc. | -81.9K | $12.69M | 0.945% |
| VITL Vital Farms, Inc. | -579.8K | $8.19M | 0.61% |
| GLIBK Liberty Capital Corp | -162.3K | $6.04M | 0.45% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LGND Ligand Pharmaceuticals Inc | Healthcare | 257.6K | $81.42M | 5.22% | -10.3K | -3.9% | Reduced | 1.28% |
| 2 | PDFS Pdf Solutions Inc | Technology | 1.15M | $81.38M | 5.21% | -130.0K | -10.2% | Reduced | 2.74% |
| 3 | SEI Solaris Energy Infrastructure, Inc. | Industrials | 583.7K | $46.97M | 3.01% | -24.1K | -4.0% | Reduced | 0.76% |
| 4 | ULS UL Solutions Inc. | Industrials | 418.2K | $42.60M | 2.73% | -28.7K | -6.4% | Reduced | 0.21% |
| 5 | STRL Sterling Infrastructure, Inc. | Industrials | 47.2K | $39.61M | 2.54% | -6,448 | -12.0% | Reduced | 0.15% |
| 6 | AGX Argan Inc | Industrials | 47.9K | $38.24M | 2.45% | -5,703 | -10.6% | Reduced | 0.34% |
| 7 | MTSI MACOM Technology Solutions Holdings, Inc. | Technology | 100.5K | $38.22M | 2.45% | -47.9K | -32.3% | Reduced | 0.13% |
| 8 | TFIN Triumph Financial, Inc. | Financial Services | 483.8K | $36.92M | 2.37% | -39.4K | -7.5% | Reduced | 2.02% |
| 9 | SN SharkNinja, Inc. | Consumer Discretionary | 240.6K | $36.64M | 2.35% | +27.9K | +13.1% | Added | 0.17% |
| 10 | EE Excelerate Energy, Inc. | Energy | 912.3K | $34.66M | 2.22% | +15.3K | +1.7% | Added | 0.78% |
| 11 | CWST Casella Waste Systems Inc | Industrials | 330.5K | $32.04M | 2.05% | -11.2K | -3.3% | Reduced | 0.52% |
| 12 | SSD Simpson Manufacturing Co., Inc. | Industrials | 151.8K | $31.79M | 2.04% | -3,077 | -2.0% | Reduced | 0.37% |
| 13 | OII Oceaneering International Inc | Industrials | 777.6K | $31.51M | 2.02% | -19.0K | -2.4% | Reduced | 0.78% |
| 14 | WRBY Warby Parker Inc. | Consumer Discretionary | 1.02M | $30.95M | 1.98% | +342.8K | +50.6% | Added | 0.95% |
| 15 | AAON Aaon, Inc. | Industrials | 241.0K | $30.57M | 1.96% | -16.4K | -6.4% | Reduced | 0.29% |
Tip. Select a row to see that position’s full history at Ranger Investment Management.
As of its Q2 2026 13F filing, Ranger Investment Management, L.P.’s five largest positions were Ligand Pharmaceuticals Inc (LGND) at 5.2%, Pdf Solutions Inc (PDFS) at 5.2%, Solaris Energy Infrastructure, Inc. (SEI) at 3.0%, UL Solutions Inc. (ULS) at 2.7%, Sterling Infrastructure, Inc. (STRL) at 2.5% of the reported portfolio.
Ranger Investment Management, L.P. reported a 13F portfolio worth $1.56B across 81 positions for Q2 2026. That is up 16.3% from the previous quarter.
Its largest purchases by value were Aramark ($18.99M), OPENLANE, Inc. ($18.15M), Willdan Group, Inc. ($18.09M). It opened 11 new positions.
Its largest sales by value were i3 Verticals, Inc. ($20.70M), Repligen Corp ($18.98M), MACOM Technology Solutions Holdings, Inc. ($18.21M). It exited 6 positions entirely.
From the Form 13F-HR reports Ranger Investment Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.