PARAGON CAPITAL MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 123K | $1.97M |
 | LYFT | 107K | $2.35M |
 | VSTS | 103K | $464.65K |
 | RC | 102K | $395.14K |
 | DXC | 76K | $1.04M |
 | RPRX | 49K | $1.74M |
 | EXEL | 44K | $1.82M |
 | DINO | 40K | $2.11M |
 | ORLY | 27K | $2.87M |
 | UBER | 21K | $2.02M |
 | MRK | 17K | $1.44M |
 | T | 15K | $409.48K |
 | CROX | 14K | $1.19M |
 | EEFT | 14K | $1.24M |
 | CHRD | 12K | $1.16M |
 | SFL | 12K | $86.59K |
 | VLO | 11K | $1.86M |
 | AG | 10K | $122.90K |
 | FSLR | 9K | $1.95M |
 | UHS | 8K | $1.60M |
Nu Holdings Ltd.
NU
Shares Held
123K
Value
$1.97M
Lyft, Inc.
LYFT
Shares Held
107K
Value
$2.35M
Vestis Corporation
VSTS
Shares Held
103K
Value
$464.65K
Ready Capital Corporation
RC
Shares Held
102K
Value
$395.14K
DXC Technology Company
DXC
Shares Held
76K
Value
$1.04M
Royalty Pharma plc
RPRX
Shares Held
49K
Value
$1.74M
Exelixis, Inc.
EXEL
Shares Held
44K
Value
$1.82M
HF Sinclair Corporation
DINO
Shares Held
40K
Value
$2.11M
O'Reilly Automotive, Inc.
ORLY
Shares Held
27K
Value
$2.87M
Uber Technologies, Inc.
UBER
Shares Held
21K
Value
$2.02M
Merck & Co., Inc.
MRK
Shares Held
17K
Value
$1.44M
AT&T Inc.
T
Shares Held
15K
Value
$409.48K
Crocs, Inc.
CROX
Shares Held
14K
Value
$1.19M
Euronet Worldwide, Inc.
EEFT
Shares Held
14K
Value
$1.24M
Chord Energy Corporation
CHRD
Shares Held
12K
Value
$1.16M
SFL Corporation Ltd.
SFL
Shares Held
12K
Value
$86.59K
Valero Energy Corporation
VLO
Shares Held
11K
Value
$1.86M
First Majestic Silver Corp.
AG
Shares Held
10K
Value
$122.90K
First Solar, Inc.
FSLR
Shares Held
9K
Value
$1.95M
Universal Health Services, Inc.
UHS
Shares Held
8K
Value
$1.60M