Agman Capital LLC
19 holdingsFiling period: 2026-06-30Current AUM: $141.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COHR | Coherent Corp | 72.8K | $28.7M | $17.3M | 12.21% | -17,168 | 2026-06-30 |
| 2 | GHM | Graham Corp | 181.0K | $22.4M | $13.0M | 9.17% | -20,804 | 2026-06-30 |
| 3 | MRCY | Mercury Sys Inc | 102.4K | $12.5M | $8.4M | 5.92% | -6,229 | 2026-06-30 |
| 4 | GXO | Gxo Logistics Incorporated | 206.2K | $10.5M | $10.3M | 7.28% | +4.6K | 2026-06-30 |
| 5 | QXO | Qxo Inc | 42.4K | $8.8M | $5.8M | 4.10% | -82,877 | 2026-06-30 |
| 6 | CDRE | Cadre Hldgs Inc | 257.4K | $7.3M | $8.0M | 5.66% | +43.7K | 2026-06-30 |
| 7 | SUNB | Sunbelt Rentals Holdings Inc | 91.6K | $6.9M | $7.7M | 5.46% | +2.3K | 2026-06-30 |
| 8 | NPO | Enpro Inc | 18.2K | $6.8M | $5.2M | 3.65% | -5,576 | 2026-06-30 |
| 9 | WEST | Westrock Coffee Co | 838.8K | $6.8M | $8.3M | 5.89% | -- | 2026-06-30 |
| 10 | TYL | Tyler Technologies Inc | 23.1K | $6.8M | $8.7M | 6.12% | +6.3K | 2026-06-30 |
| 11 | XPO | Xpo Inc | 32.3K | $6.6M | $5.9M | 4.18% | -2,642 | 2026-06-30 |
| 12 | CF | CF Inds Hldgs Inc | 57.3K | $6.2M | $6.8M | 4.78% | -- | 2026-06-30 |
| 13 | DSGR | Distribution Solutions G | 217.1K | $5.9M | $7.6M | 5.37% | -- | 2026-06-30 |
| 14 | WLK | Westlake Corp | 71.5K | $5.2M | $4.7M | 3.33% | -818 | 2026-06-30 |
| 15 | ADBE | Adobe Inc | 23.0K | $4.7M | $5.7M | 4.03% | -- | 2026-06-30 |
| 16 | AVTR | Avantor Inc | 414.9K | $4.1M | $6.9M | 4.89% | -- | 2026-06-30 |
| 17 | PSX | Phillips 66 | 183.6K | $3.2M | $5.1M | 3.63% | +163.9K | 2026-06-30 |
| 18 | — | Smurfit Westrock PLC F | 62.0K | $2.9M | $2.9M | 2.03% | -- | 2026-06-30 |
| 19 | ULTA | Ulta Beauty Inc | 5.0K | $2.3M | $3.2M | 2.29% | +586 | 2026-06-30 |
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