AGMAN CAPITAL LLC
18 holdingsFiling period: 2026-03-31Current AUM: $139.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | 90.0K | $21.4M | $23.7M | 17.02% | -19,320 | 2026-03-31 |
| 2 | GHM | GRAHAM CORP | 201.8K | $15.9M | $19.4M | 13.92% | -17,355 | 2026-03-31 |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 201.6K | $10.5M | $10.1M | 7.27% | -- | 2026-03-31 |
| 4 | WLK | WESTLAKE CORP | 72.3K | $8.4M | $5.1M | 3.67% | -- | 2026-03-31 |
| 5 | MRCY | MERCURY SYS INC | 108.6K | $7.9M | $10.5M | 7.59% | -14,204 | 2026-03-31 |
| 6 | CF | CF INDS HLDGS INC | 57.3K | $7.4M | $7.2M | 5.16% | -2,588 | 2026-03-31 |
| 7 | XPO | XPO INC | 35.0K | $6.8M | $7.0M | 5.05% | -6,633 | 2026-03-31 |
| 8 | CDRE | CADRE HLDGS INC | 213.7K | $6.6M | $6.6M | 4.74% | +33.4K | 2026-03-31 |
| 9 | NPO | ENPRO INC | 23.7K | $6.0M | $7.5M | 5.36% | -3,574 | 2026-03-31 |
| 10 | TYL | TYLER TECHNOLOGIES INC | 16.8K | $5.7M | $5.2M | 3.74% | +10.9K | 2026-03-31 |
| 11 | DSGR | DISTRIBUTION SOLUTIONS G | 217.1K | $5.7M | $7.5M | 5.40% | +36.3K | 2026-03-31 |
| 12 | SUNB | SUNBELT RENTALS HOLDINGS INC | 89.4K | $5.6M | $6.2M | 4.46% | -- | 2026-03-31 |
| 13 | PSX | PHILLIPS 66 | 19.7K | $3.6M | $4.2M | 3.00% | -3,700 | 2026-03-31 |
| 14 | WEST | WESTROCK COFFEE CO | 838.8K | $3.6M | $6.8M | 4.90% | +100.0K | 2026-03-31 |
| 15 | AVTR | AVANTOR INC | 414.9K | $3.3M | $5.7M | 4.11% | +73.3K | 2026-03-31 |
| 16 | — | SMURFIT WESTROCK PLC F | 62.0K | $2.5M | $2.5M | 1.78% | -1,111 | 2026-03-31 |
| 17 | QXO | QXO INC | 125.3K | $2.4M | $1.7M | 1.20% | -- | 2026-03-31 |
| 18 | ULTA | ULTA BEAUTY INC | 4.4K | $2.3M | $2.3M | 1.63% | -2,706 | 2026-03-31 |
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