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Portfolio (Quarterly) Guide ↗

PEREGRINE CAPITAL MANAGEMENT LLC

· CIK 0000764529
13F Portfolio $2.7B AUM 290 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 40 Added 180 Reduced 37 Exited
Page 8 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFSC ENTERPRISE FINANCIAL SERVICES CORP Financial Services 84,335.0 $4.6M 0.17% -8K -8.8% $54.11 +9.7%
142 SFNC SIMMONS FIRST NATIONAL CORPORATION CLA Financial Services 233,876.0 $4.5M 0.17% -23K -8.8% $19.45 +6.9%
143 CNO CNO FINANCIAL GROUP INC Financial Services 110,459.0 $4.5M 0.17% -11K -8.8% $41.06 +14.9%
144 PENN PENN ENTERTAINMENT INC Consumer Cyclical 300,859.0 $4.5M 0.17% -29K -8.8% $15.03 +5.3%
145 SM SM ENERGY COMPANY Energy 141,661.0 $4.4M 0.16% -14K -8.8% $31.18 +0.6%
146 RHP RYMAN HOSPITALITY PROPERTIES Real Estate 47,572.0 $4.4M 0.16% -5K -8.8% $92.27 +14.9%
147 THG HANOVER INSURANCE GROUP INC Financial Services 25,080.0 $4.3M 0.16% -2K -8.8% $173.35 +10.7%
148 URBN URBAN OUTFITTERS INC Consumer Cyclical 68,620.0 $4.3M 0.16% -7K -8.8% $63.35 +8.6%
149 BYD BOYD GAMING CORPORATION Consumer Cyclical 52,429.0 $4.3M 0.16% -5K -8.8% $82.18 -3.8%
150 TMHC TAYLOR MORRISON HOME Consumer Cyclical 73,971.0 $4.3M 0.16% -7K -8.8% $58.24 -2.2%
151 SAFEHOLD INC. 316,290.0 $4.3M 0.16% -31K -8.8% $13.53
152 PK PARK HOTELS ; RESORTS INC Real Estate 405,932.0 $4.3M 0.16% -39K -8.8% $10.53 +3.5%
153 APLE APPLE HOSPITALITY REIT INC Real Estate 370,650.0 $4.3M 0.16% -36K -8.8% $11.51 +19.5%
154 MIDD MIDDLEBY CORPORATION Industrials 32,130.0 $4.3M 0.16% -3K -8.8% $132.58 +10.9%
155 RWT REDWOOD TRUST INC Real Estate 742,037.0 $4.2M 0.15% -202K -21.4% $5.61 -6.2%
156 DX DYNEX CAPITAL INC Real Estate 316,523.0 $4.0M 0.15% -57K -15.2% $12.76 +2.7%
157 CXT CRANE NXT CO Industrials 99,185.0 $4.0M 0.15% -10K -8.8% $40.59 -2.0%
158 BZH BEAZER HOMES USA INC Consumer Cyclical 206,971.0 $4.0M 0.15% -20K -8.8% $19.24 +15.0%
159 PENG PENGUIN SOLUTIONS INC. Technology 222,924.0 $3.9M 0.15% -21K -8.8% $17.60 +180.9%
160 SIGI SELECTIVE INS GROUP INC Financial Services 50,851.0 $3.8M 0.14% -5K -8.8% $75.39 +14.0%
Page 8 of 9  ·  180 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 26.9%
Financial Services 15.6%
Healthcare 14.8%
Consumer Cyclical 13.1%
Industrials 12.7%
Communication Services 6.2%
Real Estate 2.9%
Basic Materials 2.7%
Energy 2.2%
Consumer Defensive 2.1%