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Peregrine Capital Management LLC

Q1 2025 Holdings

Filed 2025-04-25 | 327 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Polaris Industries Inc(PII)COM731068102$5.1K1250.0%
Huntsman Corporation(HUN)COM447011107$5.7K3600.0%
Borgwarner Inc(BWA)COM099724106$7.3K2550.0%
NOV Inc(NOV)COM62955J103$10.0K6600.0%
J.M. Smucker Company(SJM)COM832696405$10.7K900.0%
Healthcare Realty Trust Inc Class A(HR)COM42226K105$11.5K6800.0%
Lamar Advertising Company Class A(LAMR)COM512816109$12.5K1100.0%
Thor Industries Inc(THO)COM885160101$12.9K1700.0%
Berry Global Group Inc(BERYEUR)COM08579W103$13.3K1900.0%
Camden Property Trust(CPT)COM133131102$13.5K1100.0%
Cava Group Inc.(CAVA)COM148929102$13.8K1600.0%
Wintrust Financial(WTFC)COM97650W108$13.9K1240.0%
Stag Industrial Inc(STAG)COM85254J102$14.1K3900.0%
Eastgroup Ppty Inc(EGP)COM277276101$14.1K800.0%
Expand Energy Corporation(EXE)COM165167735$14.4K1290.0%
Axalta Coating Systems LTD(AXTA)COMG0750C108$15.3K4600.0%
Old Republic International Corporation(ORI)COM680223104$15.3K3900.0%
Skechers USA(SKAA)COM830566105$15.3K2700.0%
Synovus Financial Corp(SYU1)COM87161C501$15.4K3300.0%
Lamb Weston Holdings(LW)COM513272104$15.5K2900.0%
TD Synnex Corporation(SNX)COM87162W100$15.6K1500.0%
Norwegian Cruise Line Holdings Ltd.(NCLH)COMG66721104$16.1K8500.0%
Middleby Corporation(MIDD)COM596278101$16.7K1100.0%
Mid-America Apartment Communities Inc.(MAA)COM59522J103$16.8K1000.0%
Agco Corp(AGCO)COM001084102$17.6K1900.0%
Addus Homecare Corporation(ADUS)COM006739106$17.8K1800.0%
Jefferies Financial Group Inc(JEF)COM47233W109$18.2K3400.0%
First Horizon Corporation(FHN)COM320517105$18.3K9400.0%
Amdocs Limited(DOX)COMG02602103$18.3K2000.0%
Celestica Inc(CLS)COM15101Q207$18.9K2400.0%
Assured Guaranty LTD(AGO)COMG0585R106$19.2K2180.0%
Nexstar Media Group(NXST)COM65336K103$19.7K1100.0%
Globe Life Inc(GL)COM37959E102$19.8K1500.0%
Carpenter Technology(CRS)COM144285103$19.9K1100.0%
Aercap Holdings NV(AER)COMN00985106$21.5K2100.0%
Western Alliance Bancorp(WAL)COM957638109$23.8K3100.0%
Bill Holdings(BILL)COM090043100$50.6K1,1030.0%
AMN Healthcare Services(AMN)COM001744101$54.3K2,2200.0%
Sensata Technologies(ST)COMG8060N102$65.1K2,6840.0%
Five Below(FIVE)COM33829M101$66.8K8920.0%
Pagerduty(PD)COM69553P100$82.1K4,4950.0%
Mercury Systems(MRCY)COM589378108$92.0K2,1340.0%
Jamf Holding Corp(JAMF)COM47074L105$93.5K7,6980.0%
ICF International(ICFI)COM44925C103$119.0K1,4000.0%
Ryman Hospitality Properties(RHP)COM78377T107$123.7K1,3530.0%
Glaukos Corp(GKOS)COM377322102$161.5K1,6410.0%
Diamondback Energy(FANG)COM25278X109$183.9K1,1500.0%
Dick's Sporting Goods(DKS)COM253393102$260.8K1,2940.0%
Alnylam Pharmaceuticals(ALNY)COM02043Q107$309.7K1,1470.0%
Copart(CPRT)COM217204106$315.2K5,5690.0%
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