Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AGMAN CAPITAL LLC (CIK 2107832) reported $158.6M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COHR ($28.7M, 18.11%), GHM ($22.4M, 14.13%), MRCY ($12.5M, 7.90%), GXO ($10.5M, 6.59%), QXO ($8.8M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $28.7M | 18.11% | 72,830 | Trimmed |
| 2 | GHM | GRAHAM CORP | $22.4M | 14.13% | 181,035 | Trimmed |
| 3 | MRCY | MERCURY SYS INC | $12.5M | 7.90% | 102,403 | Trimmed |
| 4 | GXO | GXO LOGISTICS INCORPORATED | $10.5M | 6.59% | 206,226 | Added |
| 5 | QXO | QXO INC | $8.8M | 5.55% | 42,434 | Trimmed |
| 6 | CDRE | CADRE HLDGS INC | $7.3M | 4.63% | 257,409 | Added |
| 7 | NPO | ENPRO INC | $6.8M | 4.32% | 18,165 | Trimmed |
| 8 | SUNB | SUNBELT RENTALS HOLDINGS INC | $6.9M | 4.32% | 91,643 | Added |
| 9 | WEST | WESTROCK COFFEE CO | $6.8M | 4.29% | 838,846 | Hold |
| 10 | TYL | TYLER TECHNOLOGIES INC | $6.8M | 4.27% | 23,136 | Added |
| 11 | XPO | XPO INC | $6.6M | 4.18% | 32,318 | Trimmed |
| 12 | CF | CF INDS HLDGS INC | $6.2M | 3.91% | 57,265 | Hold |
| 13 | DSGR | DISTRIBUTION SOLUTIONS G | $5.9M | 3.74% | 217,133 | Hold |
| 14 | WLK | WESTLAKE CORP | $5.2M | 3.29% | 71,465 | Trimmed |
| 15 | ADBE | ADOBE INC | $4.7M | 2.97% | 22,951 | New |
| 16 | AVTR | AVANTOR INC | $4.1M | 2.59% | 414,898 | Hold |
| 17 | PSX | PHILLIPS 66 | $3.2M | 2.00% | 183,634 | Added |
| 18 | SW | SMURFIT WESTROCK PLC F | $2.9M | 1.81% | 62,026 | Hold |
| 19 | ULTA | ULTA BEAUTY INC | $2.3M | 1.42% | 5,001 | Added |
Source: SEC Form 13F filings · as of 2026-06-30