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Portfolio (Quarterly) Guide ↗

PEREGRINE CAPITAL MANAGEMENT LLC

· CIK 0000764529
13F Portfolio $3.3B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 293 New
Page 10 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 58,433.0 $5.3M 0.16% NEW $90.54 +7.3%
182 GPOR GULFPORT ENERGY CORPORATION Energy 25,276.0 $5.3M 0.16% NEW $207.99 -12.3%
183 CBT CABOT CORPORATION Basic Materials 79,148.0 $5.2M 0.16% NEW $66.28 +21.7%
184 MIDD MIDDLEBY CORPORATION Industrials 35,230.0 $5.2M 0.16% NEW $148.67 -3.1%
185 SWX SOUTHWEST GAS HOLDINGS INC Utilities 65,318.0 $5.2M 0.16% NEW $80.02 +10.7%
186 DX DYNEX CAPITAL INC Real Estate 373,037.0 $5.2M 0.16% NEW $14.01 -7.2%
187 RWT REDWOOD TRUST INC Real Estate 944,401.0 $5.2M 0.16% NEW $5.53 -4.8%
188 CURB CURBLINE PROPERTIES CORP. Real Estate 223,772.0 $5.2M 0.16% NEW $23.21 +20.2%
189 PVH PVH CORP Consumer Cyclical 77,025.0 $5.2M 0.16% NEW $67.02 +20.1%
190 AVA AVISTA CORPORATION Utilities 133,664.0 $5.2M 0.16% NEW $38.54 +6.4%
191 CNO CNO FINANCIAL GROUP INC Financial Services 121,119.0 $5.1M 0.16% NEW $42.47 +11.1%
192 CXT CRANE NXT CO Industrials 108,730.0 $5.1M 0.16% NEW $47.07 -18.4%
193 XRN GLOBAL MEDICAL REIT INC. Financial Services 151,290.0 $5.1M 0.16% NEW $33.74 +0.1%
194 AHCO ADAPTHEALTH CORP Healthcare 512,484.0 $5.1M 0.16% NEW $9.96 +8.8%
195 NBHC NATIONAL BANK HOLDINGS Financial Services 134,283.0 $5.1M 0.16% NEW $38.01 +8.3%
196 MBC MASTERBRAND INC Consumer Cyclical 457,724.0 $5.1M 0.15% NEW $11.04 -36.4%
197 VVX V2X INC Industrials 92,569.0 $5.0M 0.15% NEW $54.55 +27.7%
198 IRT INDEPENDENCE REALTY TRUST INC Real Estate 288,385.0 $5.0M 0.15% NEW $17.48 -7.6%
199 THG HANOVER INSURANCE GROUP INC Financial Services 27,499.0 $5.0M 0.15% NEW $182.77 +7.5%
200 AZTA AZENTA Healthcare 151,020.0 $5.0M 0.15% NEW $33.26 -50.8%
Page 10 of 15  ·  293 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Financial Services 15.7%
Healthcare 13.9%
Consumer Cyclical 13.2%
Industrials 9.9%
Communication Services 6.5%
Real Estate 3.5%
Consumer Defensive 2.2%
Basic Materials 2.0%
Energy 1.6%