Institutional
AGMAN CAPITAL LLC
CIK 0002107832
$158.6M
Reported AUM
19
Positions
Q2 2026
Period
2026-07-27
Filed
Editorial summary
Summary for AGMAN CAPITAL LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $263.58 | 5.83% | 151.69% | 310.79% | $28.7M | 18.11% | — | HELD |
| 2 | GHM | GRAHAM CORP | $96.71 | 2.64% | 70.28% | 694.07% | $22.4M | 14.13% | — | HELD |
| 3 | MRCY | MERCURY SYS INC | $97.96 | 2.07% | 83.96% | 90.49% | $12.5M | 7.90% | — | HELD |
| 4 | GXO | GXO LOGISTICS INCORPORATED | $50.38 | -0.12% | 4.81% | -38.40% | $10.5M | 6.59% | — | HELD |
| 5 | QXO | QXO INC | $13.49 | 0.26% | -31.30% | -70.79% | $8.8M | 5.55% | — | HELD |
| 6 | CDRE | CADRE HLDGS INC | $30.71 | 0.36% | -4.61% | 26.96% | $7.3M | 4.63% | — | HELD |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | $71.50 | -1.42% | -1.98% | -4.67% | $6.9M | 4.32% | — | HELD |
| 8 | NPO | ENPRO INC | $315.57 | 0.84% | 49.85% | 280.61% | $6.8M | 4.32% | — | HELD |
| 9 | WEST | WESTROCK COFFEE CO | $8.12 | -0.61% | 24.16% | -16.63% | $6.8M | 4.29% | — | HELD |
| 10 | TYL | TYLER TECHNOLOGIES INC | $310.04 | -4.11% | -44.42% | -33.43% | $6.8M | 4.27% | — | HELD |
| 11 | XPO | XPO INC | $202.62 | 1.69% | 70.62% | 292.49% | $6.6M | 4.18% | — | HELD |
| 12 | CF | CF INDS HLDGS INC | $124.89 | -0.70% | 39.33% | 203.79% | $6.2M | 3.91% | — | HELD |
| 13 | DSGR | DISTRIBUTION SOLUTIONS G | $34.55 | -0.03% | 19.43% | 30.96% | $5.9M | 3.74% | — | HELD |
| 14 | WLK | WESTLAKE CORP | $69.95 | -2.47% | -5.48% | -13.82% | $5.2M | 3.29% | — | HELD |
| 15 | ADBE | ADOBE INC | $247.68 | -0.09% | -28.84% | -62.71% | $4.7M | 2.97% | — | HELD |
| 16 | AVTR | AVANTOR INC | $13.74 | -0.83% | 20.20% | -65.38% | $4.1M | 2.59% | — | HELD |
| 17 | PSX | PHILLIPS 66 | $209.68 | -0.44% | 82.12% | 253.33% | $3.2M | 2.00% | — | HELD |
| 18 | SW | SMURFIT WESTROCK PLC F | $45.91 | -3.39% | 10.42% | -0.43% | $2.9M | 1.81% | — | HELD |
| 19 | ULTA | ULTA BEAUTY INC | $507.40 | -1.81% | 1.77% | 33.42% | $2.3M | 1.42% | — | HELD |
Source: SEC EDGAR · accession 0002107832-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.