Agman Capital LLC
- SEC CIK
- 0002107832
- Latest filing
- Jul 27, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 19
- +1 vs. Q1 2026
- Portfolio value
- $149.8M
- +$24.2M (+19.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COHRCoherent Corp. | COM | 72,830 | $28.7M | 19.2% | −17,168−19.1% | Reduced | History |
| GHMGraham Corp | COM | 181,035 | $22.4M | 15.0% | −20,804−10.3% | Reduced | History |
| MRCYMercury Systems Inc | COM | 102,403 | $12.5M | 8.4% | −6,229−5.7% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 206,226 | $10.5M | 7.0% | +4,632+2.3% | Added | History |
| CDRECadre Holdings, Inc. | COM | 257,409 | $7.34M | 4.9% | +43,681+20.4% | Added | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 91,643 | $6.86M | 4.6% | +2,273+2.5% | Added | History |
| NPOEnpro Inc. | COM | 18,165 | $6.85M | 4.6% | −5,576−23.5% | Reduced | History |
| WESTWestrock Coffee Co | COM | 838,846 | $6.80M | 4.5% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 23,136 | $6.77M | 4.5% | +6,344+37.8% | Added | History |
| XPOXPO, Inc. | COM | 32,318 | $6.63M | 4.4% | −2,642−7.6% | Reduced | History |
| CFCF Industries Holdings, Inc. | COM | 57,265 | $6.20M | 4.1% | 00.0% | Unchanged | History |
| DSGRDistribution Solutions Group, Inc. | COM | 217,133 | $5.94M | 4.0% | 00.0% | Unchanged | History |
| WLKWestlake Corp | COM | 71,465 | $5.22M | 3.5% | −818−1.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 22,951 | $4.71M | 3.1% | +22,951 | New | History |
| AVTRAvantor, Inc. | COM | 414,898 | $4.11M | 2.7% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 183,634 | $3.17M | 2.1% | +163,932+832.1% | Added | History |
| SWSmurfit Westrock plc | Stock | 62,026 | $2.87M | 1.9% | 00.0% | Unchanged | History |
| ULTAUlta Beauty, Inc. | Stock | 5,001 | $2.26M | 1.5% | +586+13.3% | Added | History |
| QXOQXO, Inc. | COM NEW | 42,434 | – | – | −82,877−66.1% | Reduced | History |