Agman Capital LLC 13F Holdings · Q2 2026
Agman Capital LLC reported 19 securities worth $158.64M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COHR (18.11%), GHM (14.13%), MRCY (7.90%). Among its top 25 positions this quarter: 1 new, 6 added, 7 trimmed.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR