Ranger Investment Management, L.P.

Q1 2014 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
108
Total value ($000)
$2,089,301
Net value change ($000)
-27,803 (-1.3%)
New positions
13
Sold out positions
4
Turnover %
13.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAPELLA EDUCATION COMPANY COM 29,556 NEW
WNC 28,687 NEW
SAIA 27,584 NEW
FRESH MKT INC COM 22,722 NEW
JJSF 19,399 NEW
CAMBREX CORP 18,258 NEW
FLEETMATICS GROUP PLC COM 17,789 NEW
Wesco Aircraft Holdings, Inc 17,032 77.0%
CNC 16,923 34.7%
MTDR 16,839 66.5%
Top Reduces (Value $000, Stocks/ETFs)
SNCR -33,406 -100.0%
GPOR -33,396 -77.0%
DECK -33,352 -63.4%
ADVISORY BRD CO -29,327 -50.2%
SVB FINANCIAL GROUP -23,724 -94.2%
TRIUMPH GROUP INC -22,018 -96.5%
PBH -20,627 -56.1%
ANNIES INC COM -16,432 -100.0%
IPHI -16,244 -100.0%
ABG -16,197 -33.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type