PARAGON CAPITAL MANAGEMENT INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 109K | $1.82M |
 | LYFT | 92K | $1.79M |
 | RC | 70K | $152.60K |
 | RPRX | 44K | $1.71M |
 | CTRA | 41K | $1.09M |
 | EXEL | 39K | $1.71M |
 | BIRK | 29K | $1.18M |
 | CFG | 28K | $1.62M |
 | FLS | 27K | $1.85M |
 | ORLY | 25K | $2.25M |
 | BMRN | 20K | $1.19M |
 | HALO | 19K | $1.27M |
 | UBER | 18K | $1.51M |
 | MRK | 15K | $1.62M |
 | T | 15K | $360.18K |
 | EEFT | 13K | $1.02M |
 | SFL | 12K | $89.81K |
 | GPN | 11K | $865.41K |
 | CHRD | 11K | $1.01M |
 | AG | 10K | $166.60K |
Nu Holdings Ltd.
NU
Shares Held
109K
Value
$1.82M
Lyft, Inc.
LYFT
Shares Held
92K
Value
$1.79M
Ready Capital Corporation
RC
Shares Held
70K
Value
$152.60K
Royalty Pharma plc
RPRX
Shares Held
44K
Value
$1.71M
Coterra Energy Inc.
CTRA
Shares Held
41K
Value
$1.09M
Exelixis, Inc.
EXEL
Shares Held
39K
Value
$1.71M
Birkenstock Holding plc
BIRK
Shares Held
29K
Value
$1.18M
Citizens Financial Group, Inc.
CFG
Shares Held
28K
Value
$1.62M
Flowserve Corporation
FLS
Shares Held
27K
Value
$1.85M
O'Reilly Automotive, Inc.
ORLY
Shares Held
25K
Value
$2.25M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
20K
Value
$1.19M
Halozyme Therapeutics, Inc.
HALO
Shares Held
19K
Value
$1.27M
Uber Technologies, Inc.
UBER
Shares Held
18K
Value
$1.51M
Merck & Co., Inc.
MRK
Shares Held
15K
Value
$1.62M
AT&T Inc.
T
Shares Held
15K
Value
$360.18K
Euronet Worldwide, Inc.
EEFT
Shares Held
13K
Value
$1.02M
SFL Corporation Ltd.
SFL
Shares Held
12K
Value
$89.81K
Global Payments Inc.
GPN
Shares Held
11K
Value
$865.41K
Chord Energy Corporation
CHRD
Shares Held
11K
Value
$1.01M
First Majestic Silver Corp.
AG
Shares Held
10K
Value
$166.60K