Agman Capital as of March 31, 2026
Portfolio Holdings for Agman Capital
Agman Capital holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coherent Corp (COHR) | 17.1 | $21M | 90k | 238.21 | |
| Graham Corporation (GHM) | 12.7 | $16M | 202k | 78.92 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 8.3 | $11M | 202k | 51.85 | |
| Westlake Chemical Corporation (WLK) | 6.7 | $8.4M | 72k | 116.82 | |
| Mercury Computer Systems (MRCY) | 6.3 | $7.9M | 109k | 72.91 | |
| CF Industries Holdings (CF) | 5.9 | $7.4M | 57k | 129.84 | |
| Xpo Logistics Inc equity (XPO) | 5.4 | $6.8M | 35k | 194.55 | |
| Cadre Hldgs (CDRE) | 5.2 | $6.6M | 214k | 30.68 | |
| EnPro Industries (NPO) | 4.7 | $6.0M | 24k | 250.65 | |
| Tyler Technologies (TYL) | 4.6 | $5.7M | 17k | 342.38 | |
| Lawson Products (DSGR) | 4.5 | $5.7M | 217k | 26.24 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 4.5 | $5.6M | 89k | 62.79 | |
| Phillips 66 (PSX) | 2.9 | $3.6M | 20k | 182.18 | |
| Westrock Coffee (WEST) | 2.8 | $3.6M | 839k | 4.25 | |
| Avantor (AVTR) | 2.6 | $3.3M | 415k | 7.84 | |
| Smurfit Westrock Plc F SHS (SW) | 2.0 | $2.5M | 62k | 39.85 | |
| Qxo (QXO) | 1.9 | $2.4M | 125k | 19.42 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $2.3M | 4.4k | 522.71 |
