Holdings
Agman Capital LLC
As of Jun 30, 2026, Agman Capital LLC reported 18 positions worth US$156M. Largest: Coherent Corp., Graham Corporation and Mercury Systems Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coherent Corp. | 72,830 | US$28.7M | −17,168 | Jun 30, 2026 |
| Graham Corporation | 181K | US$22.4M | −20,804 | Jun 30, 2026 |
| Mercury Systems Inc | 102K | US$12.5M | −6,229 | Jun 30, 2026 |
| Gxo Logistics, Inc. | 206K | US$10.5M | +4,632 | Jun 30, 2026 |
| Qxo, Inc. | 42,434 | US$8.8M | −82,877 | Jun 30, 2026 |
| Cadre Holdings, Inc. | 257K | US$7.34M | +43,681 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 91,643 | US$6.86M | +2,273 | Jun 30, 2026 |
| Enpro Inc. | 18,165 | US$6.85M | −5,576 | Jun 30, 2026 |
| Westrock Coffee Company | 839K | US$6.8M | no change | Jun 30, 2026 |
| Tyler Technologies, Inc. | 23,136 | US$6.77M | +6,344 | Jun 30, 2026 |