Arkolith/Funds/Ranger Investment Management, L.P.

Ranger Investment Management, L.P.

CIK 1319691
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Ranger Investment Management, L.P. holds a diversified book of 79 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sterling Infrastructure Inc and trimmed Ligand Pharmaceuticals. Their largest long position is Ligand Pharmaceuticals at 4% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
12
existing
Trimmed
60
reduced
Sold out
7
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
26%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Industrials
23%
Information Technology
21%
Health Care
20%
Financials
8%
Consumer Discretionary
8%
Energy
6%
Utilities
5%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

79 positions
#SecurityValueShares% PortLast moveHistory
1Ligand Pharmaceutical
COM
$53.5M267.9K
3.9%
−0.8%
Reduced · −2K sh
2Pegasystems Inc.
COM
$44.8M1.05M
3.2%
+16%
Added · +142K sh
3PDF Solutions Inc.
COM
$41.9M1.28M
3.0%
+9.4%
Added · +110K sh
4UL Solutions Inc.
COM
$38.3M446.9K
2.8%
+8.5%
Added · +35K sh
5Solaris Energy Infrastructure,
COM
$34.3M607.8K
2.5%
−2.5%
Reduced · −15K sh
6MACOM Technology Solutions Hld
COM
$32.9M148.4K
2.4%
−0.8%
Reduced · −1K sh
7Triumph Financial, Inc.
COM
$31.2M523.3K
2.3%
+48%
Added · +171K sh
8Excelerate Energy, Inc
COM
$30.0M897.0K
2.2%
−27%
Reduced · −324K sh
9Argan, Inc.
COM
$29.2M53.6K
2.1%
−54%
Reduced · −63K sh
10Oceaneering International, Inc
COM
$28.3M796.6K
2.0%
−0.8%
Reduced · −6K sh
11Saia, Inc.
COM
$28.2M80.2K
2.0%
−0.8%
Reduced · −640 sh
12Texas Roadhouse Inc
COM
$28.1M170.2K
2.0%
−0.7%
Reduced · −1K sh
13ANI Pharmaceuticals, Inc.
COM
$27.7M360.1K
2.0%
−0.6%
Reduced · −2K sh
14Casella Waste Systems, Inc.
COM
$27.1M341.7K
2.0%
−0.7%
Reduced · −3K sh
15Simpson Manufacturing Co,Inc
COM
$26.6M154.9K
1.9%
−0.8%
Reduced · −1K sh
16LeMaitre Vascular, Inc.
COM
$26.0M238.4K
1.9%
−37%
Reduced · −139K sh
17WaterBridge Infrastructure LLC
COM
$24.8M924.6K
1.8%
+60%
Added · +346K sh
18Lazard Ltd
COM
$24.5M577.7K
1.8%
−0.7%
Reduced · −4K sh
19Karman Holdings Inc.
COM
$23.8M297.5K
1.7%
+13%
Added · +34K sh
20Medpace Holdings, Inc.
COM
$23.2M48.4K
1.7%
−0.7%
Reduced · −360 sh
21Jones Lang LaSalle Incorporate
COM
$22.9M75.1K
1.7%
−0.7%
Reduced · −565 sh
22HealthEquity, Inc.
COM
$22.7M271.2K
1.6%
−0.8%
Reduced · −2K sh
23SharkNinja, Inc.
COM
$22.5M212.7K
1.6%
−0.7%
Reduced · −2K sh
24TopBuild Corp.
COM
$22.2M63.2K
1.6%
−0.8%
Reduced · −500 sh
25Sterling Infrastructure, Inc.
COM
$21.8M53.6K
1.6%
New
New position
26Aaon, Inc.
COM
$21.3M257.4K
1.5%
−39%
Reduced · −163K sh
27Federal Signal
COM
$20.7M191.7K
1.5%
−0.8%
Reduced · −1K sh
28I3 Verticals Inc
COM
$20.7M925.9K
1.5%
−0.5%
Reduced · −5K sh
29ADMA Biologics, Inc.
COM
$20.6M2.28M
1.5%
−0.7%
Reduced · −17K sh
30Workiva Inc.
COM
$20.4M342.2K
1.5%
+12%
Added · +35K sh
31Paylocity Holding Corp
COM
$19.8M182.9K
1.4%
+5.7%
Added · +10K sh
32Rambus Inc.
COM
$19.3M224.4K
1.4%
+135%
Added · +129K sh
33Repligen Corporation
COM
$19.0M161.1K
1.4%
−0.8%
Reduced · −1K sh
34Permian Resources Corporation
COM
$18.6M872.0K
1.3%
−38%
Reduced · −541K sh
35Mesa Laboratories, Inc.
COM
$17.9M202.9K
1.3%
−1.1%
Reduced · −2K sh
36Celsius Holdings, Inc.
COM
$17.7M497.5K
1.3%
−0.7%
Reduced · −4K sh
37Stevanato Group Societa' Per A
COM
$17.5M1.27M
1.3%
−0.6%
Reduced · −7K sh
38Guidewire Software, Inc.
COM
$17.2M114.7K
1.2%
−4.0%
Reduced · −5K sh
39Chime Financial, Inc.
COM
$16.9M900.3K
1.2%
+52%
Added · +309K sh
40nCino, Inc.
COM
$15.8M1.06M
1.1%
−6.7%
Reduced · −76K sh
41Planet Labs PBC
COM
$15.7M561.3K
1.1%
−12%
Reduced · −79K sh
42Appfolio, Inc.
COM
$15.6M98.6K
1.1%
−14%
Reduced · −16K sh
43Modine Manufacturing Compnay
COM
$15.6M71.8K
1.1%
New
New position
44Phibro Animal Health Corporati
COM
$15.4M278.5K
1.1%
−0.3%
Reduced · −950 sh
45Champion Homes, Inc.
COM
$14.8M198.4K
1.1%
−0.8%
Reduced · −2K sh
46Warby Parker Inc.
COM
$14.3M677.3K
1.0%
−30%
Reduced · −295K sh
47Wingstop Inc
COM
$12.7M81.9K
0.9%
−0.7%
Reduced · −600 sh
48Bank OZK
COM
$12.5M271.6K
0.9%
−0.8%
Reduced · −2K sh
49Boot Barn Holdings, Inc.
COM
$12.3M84.1K
0.9%
−0.6%
Reduced · −485 sh
50Charles River Labs Intl, Inc.
COM
$12.2M70.7K
0.9%
New
New position
Showing 50 of 79 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202679$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202679$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202576$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 19, 202572$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.