Funds › Agman Capital LLC
Agman Capital LLC
13F for Q3 2026, filed Oct 29, 2026. 19 positions worth $142.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | COHR Coherent Corp. | 73,683 | $21.2M | 14.9% | +1.2% | 13F ↗ |
| 2 | GHM Graham Corporation | 181,035 | $15.6M | 11.0% | Unchanged | 13F ↗ |
| 3 | SUNB Sunbelt Rentals Holdings, Inc. | 131,581 | $9.7M | 6.8% | +43.6% | 13F ↗ |
| 4 | GXO GXO Logistics, Inc. | 215,242 | $9.6M | 6.7% | +4.4% | 13F ↗ |
| 5 | CDRE Cadre Holdings, Inc. | 348,711 | $8.7M | 6.2% | +35.5% | 13F ↗ |
| 6 | MRCY Mercury Systems Inc | 100,803 | $8.4M | 5.9% | -1.6% | 13F ↗ |
| 7 | TYL Tyler Technologies, Inc. | 24,588 | $7.8M | 5.5% | +6.3% | 13F ↗ |
| 8 | WEST Westrock Coffee Company | 838,846 | $6.7M | 4.7% | Unchanged | 13F ↗ |
| 9 | CF CF Industries Holdings, Inc. | 57,265 | $6.6M | 4.6% | Unchanged | 13F ↗ |
| 10 | AVTR Avantor, Inc. | 414,898 | $6.2M | 4.4% | Unchanged | 13F ↗ |
| 11 | XPO XPO, Inc. | 32,318 | $5.7M | 4.0% | Unchanged | 13F ↗ |
| 12 | NPO Enpro Inc. | 18,165 | $5.6M | 3.9% | Unchanged | 13F ↗ |
| 13 | ADBE Adobe Inc. | 22,951 | $5.5M | 3.9% | Unchanged | 13F ↗ |
| 14 | RRX Regal Rexnord Corporation | 35,268 | $5.5M | 3.9% | New | 13F ↗ |
| 15 | BLDR Builders FirstSource, Inc. | 90,714 | $5.2M | 3.6% | New | 13F ↗ |
| 16 | WLK Westlake Corporation | 76,185 | $4.7M | 3.3% | +6.6% | 13F ↗ |
| 17 | QXO QXO, Inc. | 339,190 | $4.0M | 2.8% | +699% | 13F ↗ |
| 18 | SW Smurfit WestRock plc | 62,026 | $2.7M | 1.9% | Unchanged | 13F ↗ |
| 19 | ULTA Ulta Beauty, Inc. | 5,001 | $2.7M | 1.9% | Unchanged | 13F ↗ |
Changes since Q2 2026
2 new, 7 added to, 1 trimmed, 2 exited, 9 unchanged. By estimated dollars.
New positions (2)
Added to (7)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| MRCY Mercury Systems Inc | 100,803 | -1.6% | -$132.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer