Agman Capital as of June 30, 2026
Portfolio Holdings for Agman Capital
Agman Capital holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coherent Corp (COHR) | 18.1 | $29M | 73k | 394.47 | |
| Graham Corporation (GHM) | 14.1 | $22M | 181k | 123.79 | |
| Mercury Computer Systems (MRCY) | 7.9 | $13M | 102k | 122.33 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.6 | $11M | 206k | 50.70 | |
| Qxo (QXO) | 5.5 | $8.8M | 42k | 207.45 | |
| Cadre Hldgs (CDRE) | 4.6 | $7.3M | 257k | 28.51 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 4.3 | $6.9M | 92k | 74.81 | |
| EnPro Industries (NPO) | 4.3 | $6.8M | 18k | 376.93 | |
| Westrock Coffee (WEST) | 4.3 | $6.8M | 839k | 8.11 | |
| Tyler Technologies (TYL) | 4.3 | $6.8M | 23k | 292.46 | |
| Xpo Logistics Inc equity (XPO) | 4.2 | $6.6M | 32k | 205.29 | |
| CF Industries Holdings (CF) | 3.9 | $6.2M | 57k | 108.26 | |
| Lawson Products (DSGR) | 3.7 | $5.9M | 217k | 27.35 | |
| Westlake Chemical Corporation (WLK) | 3.3 | $5.2M | 72k | 73.00 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $4.7M | 23k | 205.02 | |
| Avantor (AVTR) | 2.6 | $4.1M | 415k | 9.90 | |
| Phillips 66 (PSX) | 2.0 | $3.2M | 184k | 17.28 | |
| Smurfit Westrock Plc F SHS (SW) | 1.8 | $2.9M | 62k | 46.26 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $2.3M | 5.0k | 450.98 |
