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Peregrine Capital Management LLC

Q2 2026 Holdings

Filed 2026-07-17 | 282 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Samsara Inc. Class A(IOT)COM79589L106$4.0K1220.0%
Duolingo, Inc. Class A(DUOL)COM26603R106$4.0K350.0%
Servicetitan Inc. Class A(TTAN)COM81764X103$6.4K910.0%
Polaris Industries Inc(PII)COM731068102$8.6K1250.0%
Expand Energy Corporation(EXE)COM165167735$11.8K1290.0%
NOV Inc(NOV)COM62955J103$12.2K6600.0%
Lamb Weston Holdings(LW)COM513272104$12.5K2900.0%
Cava Group Inc.(CAVA)COM148929102$12.6K1600.0%
Thor Industries Inc(THO)COM885160101$12.8K1700.0%
Bunge Global SA(BG)COMH11356104$16.0K1500.0%
Borgwarner Inc(BWA)COM099724106$16.9K2550.0%
Jefferies Financial Group Inc(JEF)COM47233W109$17.0K3400.0%
Ball Corporation(BALL)COM058498106$18.1K2900.0%
Aercap Holdings NV(AER)COMN00985106$20.4K1400.0%
Norwegian Cruise Line Holdings Ltd.(NCLH)COMG66721104$22.2K1,0500.0%
American Healthcare REIT Inc(AHR)COM398182303$26.1K5000.0%
Globe Life Inc(GL)COM37959E102$26.8K1500.0%
Wintrust Financial(WTFC)COM97650W108$27.3K1700.0%
First Horizon Corporation(FHN)COM320517105$27.7K1,0800.0%
Pool Corporation(POOL)COM73278L105$27.9K1300.0%
UMB Financial Corporation(UMBF)COM902788108$28.6K2000.0%
Cubesmart(CUBE)COM229663109$29.0K7300.0%
Caci International Inc Class A(CACI)COM127190304$30.1K650.0%
Wesco International Inc(WCC)COM95082P105$31.1K900.0%
Mid-America Apartment Communities Inc.(MAA)COM59522J103$32.0K2300.0%
Camden Property Trust(CPT)COM133131102$32.1K2800.0%
Eastgroup Ppty Inc(EGP)COM277276101$32.4K1600.0%
Lamar Advertising Company Class A(LAMR)COM512816109$32.8K2100.0%
Textron Inc.(TXT)COM883203101$33.0K3600.0%
Mastec Inc(MTZ)COM576323109$33.3K800.0%
Imax Corp(IMAX)COM45245E109$33.9K8500.0%
Pinnacle Financial Partners Inc(PNFP)COM72348N109$34.3K3400.0%
Toll Brothers Inc(TOL)COM889478103$34.6K2100.0%
TD Synnex Corporation(SNX)COM87162W100$40.1K1500.0%
Carpenter Technology(CRS)COM144285103$49.3K800.0%
Cedar Fair L.P.(FUN)COM83001C108$2.2M101,4190.1%
MGP Ingredients(MGPI)COM55303J106$2.2M124,4740.1%
Ncino Inc(NCNO)COM63947X101$2.3M140,6730.1%
Wabash National(WNC)COM929566107$2.7M198,1940.1%
Northern Oil and Gas Inc(NOG)COM665531307$3.0M165,2370.1%
Crescent Energy Company Class A(CRGY)COM44952J104$3.0M306,3210.1%
SM Energy Company(SM)COM78454L100$3.0M115,5010.1%
Winnebago Industries Inc(WGO)COM974637100$3.1M100,4910.1%
Mcgraw Hill, Inc.(MH)COM580907103$3.3M351,6580.1%
Sezzle Inc(SEZL)COM78435P105$3.5M20,4650.1%
Cars.com Inc.(CARS)COM14575E105$3.5M324,3640.1%
Liberty Energy Inc Class A(LBRT)COM53115L104$3.8M143,6740.1%
Dynex Capital Inc(DX)COM26817Q886$3.8M291,1320.1%
Victoria's Secret and Co.(VSCO)COM926400102$3.9M46,1360.1%
Brightview Holdings(BV)COM10948C107$3.9M277,9900.1%
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