1y return+19.8%S&P 500 +20.9%
3y return+26.0%S&P 500 +68.5%
5y return+5.9%S&P 500 +74.5%
10y return+147.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $247 against $357 in the S&P 500.2
Ranger Investment Management, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LGNDLigand Pharmaceutical | $81.4M | 5.2% | −3.9% |
| PDFSPDF Solutions Inc. | $81.4M | 5.1% | −10.2% |
| SEISolaris Energy Infrastructure, | $47.0M | 3.0% | −4.0% |
| ULSUL Solutions Inc. | $42.6M | 2.7% | −6.4% |
| STRLSterling Infrastructure, Inc. | $39.6M | 2.5% | −12.0% |
| AGXArgan, Inc. | $38.2M | 2.4% | −10.6% |
| MTSIMACOM Technology Solutions Hld | $38.2M | 2.4% | −32.3% |
| TFINTriumph Financial, Inc. | $36.9M | 2.3% | −7.5% |
| SharkNinja, Inc.CUSIP G8068L108 | $36.6M | 2.3% | +13.1% |
| EEExcelerate Energy, Inc | $34.7M | 2.2% | +1.7% |
| CWSTCasella Waste Systems, Inc. | $32.0M | 2.0% | −3.3% |
| SSDSimpson Manufacturing Co,Inc | $31.8M | 2.0% | −2.0% |
| OIIOceaneering International, Inc | $31.5M | 2.0% | −2.4% |
| WRBYWarby Parker Inc. | $30.9M | 2.0% | +50.6% |
| AAONAAON, Inc. | $30.6M | 1.9% | −6.4% |
| HQYHealthEquity, Inc. | $28.8M | 1.8% | +17.7% |
| ANIPANI Pharmaceuticals, Inc. | $28.4M | 1.8% | −4.7% |
| SAIASaia, Inc. | $27.2M | 1.7% | −19.4% |
| PEGAPegasystems Inc. | $26.2M | 1.7% | −17.1% |
| ORAOrmat Technologies, Inc. | $24.4M | 1.5% | +107.6% |
| CHYMChime Financial, Inc. | $24.3M | 1.5% | +32.0% |
| WSCWillScot Holdings Corp | $24.1M | 1.5% | +71.7% |
| RMBSRambus Inc. | $23.5M | 1.5% | −21.2% |
| WBIWaterBridge Infrastructure LLC | $23.4M | 1.5% | −26.2% |
| FSSFederal Signal | $23.1M | 1.5% | −6.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LGNDLigand Pharmaceutical | March 31, 2024 | +332.4% | $81.4M |
| SAIASaia, Inc. | June 30, 2020 | +278.8% | $27.2M |
| TXRHTexas Roadhouse Inc | June 30, 2020 | +267.6% | $21.6M |
| LMATLeMaitre Vascular, Inc. | June 30, 2020 | +263.5% | $21.0M |
| AGXArgan, Inc. | June 30, 2025 | +262.2% | $38.2M |
| PDFSPDF Solutions Inc. | June 30, 2020 | +261.9% | $81.4M |
| TFINTriumph Financial, Inc. | June 30, 2020 | +214.4% | $36.9M |
| MTSIMACOM Technology Solutions Hld | September 30, 2025 | +205.5% | $38.2M |
| ANIPANI Pharmaceuticals, Inc. | June 30, 2020 | +156.0% | $28.4M |
| PLPlanet Labs PBC | September 30, 2025 | +155.2% | $17.7M |
Sold off last quarter
- TopBuild Corp.CUSIP 89055F103 was $22.2M
- IIIVI3 Verticals Inc was $20.7M
- RGENRepligen Corporation was $19.0M
- GWREGuidewire Software, Inc. was $17.2M
- WINGWingstop Inc was $12.7M
- VITLVital Farms, Inc. was $8.2M
- GLIBKGCI Liberty, Inc. was $6.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.5% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | −0.2% | +2.4% |
| September 30, 2025 | +2.9% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −10.0% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +2.3% | +5.4% |
| June 30, 2024 | −3.8% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +9.7% | +7.0% |
| December 31, 2022 | +0.7% | +7.1% |
| September 30, 2022 | −1.8% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −17.7% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ranger Investment Management, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1319691&type=13F-HR&dateb=&owner=include&count=40CIK 1319691
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1319691/000131969126000006/Filed August 13, 2026 · accession 0001319691-26-000006