AGMAN CAPITAL LLC
Holdings as of 2026-06-30, filed 2026-07-27
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
19
Value reported by manager
$158.6M
Sum of our stored positions
$158.6M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
52.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
19 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| COHERENT CORP | COM | $28.7M | 72,830 | — | 19247G107 |
| GRAHAM CORP | COM | $22.4M | 181,035 | — | 384556106 |
| MERCURY SYS INC | COM | $12.5M | 102,403 | — | 589378108 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $10.5M | 206,226 | — | 36262G101 |
| QXO INC | COM | $8.8M | 42,434 | — | 82846H405 |
| CADRE HLDGS INC | COM | $7.3M | 257,409 | — | 12763L105 |
| SUNBELT RENTALS HOLDINGS INC | SHS | $6.9M | 91,643 | — | 866966104 |
| ENPRO INC | COM | $6.8M | 18,165 | — | 29355X107 |
| WESTROCK COFFEE CO | COM | $6.8M | 838,846 | — | 96145W103 |
| TYLER TECHNOLOGIES INC | COM | $6.8M | 23,136 | — | 902252105 |
| XPO INC | COM | $6.6M | 32,318 | — | 983793100 |
| CF INDS HLDGS INC | COM | $6.2M | 57,265 | — | 125269100 |
| DISTRIBUTION SOLUTIONS G | COM | $5.9M | 217,133 | — | 520776105 |
| WESTLAKE CORP | COM | $5.2M | 71,465 | — | 960413102 |
| ADOBE INC | COM | $4.7M | 22,951 | — | 00724F101 |
| AVANTOR INC | COM | $4.1M | 414,898 | — | 05352A100 |
| PHILLIPS 66 | COM | $3.2M | 183,634 | — | 718546104 |
| SMURFIT WESTROCK PLC F | SHS | $2.9M | 62,026 | — | G8267P108 |
| ULTA BEAUTY INC | COM | $2.3M | 5,001 | — | 90384S303 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27