Agman Capital LLC reported 19 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Agman Capital LLC reported 19 holdings worth US$159M as of Jun 30, 2026. Largest: Coherent Corp., Graham Corporation and Mercury Systems Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Coherent Corp. | 72,830 | US$28.7M | 18.1% |
| Graham Corporation | 181K | US$22.4M | 14.1% |
| Mercury Systems Inc | 102K | US$12.5M | 7.9% |
| Gxo Logistics, Inc. | 206K | US$10.5M | 6.6% |
| Qxo, Inc. | 42,434 | US$8.8M | 5.5% |
| Cadre Holdings, Inc. | 257K | US$7.34M | 4.6% |
| Sunbelt Rentals Holdings, Inc. | 91,643 | US$6.86M | 4.3% |
| Enpro Inc. | 18,165 | US$6.85M | 4.3% |
| Westrock Coffee Company | 839K | US$6.8M | 4.3% |
| Tyler Technologies, Inc. | 23,136 | US$6.77M | 4.3% |
| Xpo, Inc. | 32,318 | US$6.63M | 4.2% |
| Cf Industries Holdings, Inc. | 57,265 | US$6.2M | 3.9% |
| Distribution Solutions Group, Inc. | 217K | US$5.94M | 3.7% |
| Westlake Corporation | 71,465 | US$5.22M | 3.3% |
| Adobe Inc. | 22,951 | US$4.71M | 3.0% |
| Avantor, Inc. | 415K | US$4.11M | 2.6% |
| Phillips 66 | 184K | US$3.17M | 2.0% |
| Ulta Beauty, Inc. | 5,001 | US$2.26M | 1.4% |