Agman Capital LLC
Agman Capital LLC reported 19 US-listed holdings worth $158.6 million in its 13F for the quarter ended 30 June 2026, filed 27 July 2026. Its largest: Coherent Corp. (18.1%), Graham Corp. (14.1%) and Mercury Systems Inc. (7.9%). Against the quarter before, it opened 1 position, added to 6, trimmed 7 and sold out of 0.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.4% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Adobe Inc. ADBE$4.7 million
Added to 6
- Phillips 66 PSX+163,932 shares · +832%
- Tyler Technologies Inc. TYL+6,344 shares · +38%
- Cadre Hldgs Inc. CDRE+43,681 shares · +20%
- Ulta Beauty, Inc. ULTA+586 shares · +13%
- GXO Logistics, Inc. GXO+4,632 shares · +2%
- Sunbelt Rentals Holdings Inc. SUNB+2,273 shares · +3%
Trimmed 7
- Qxo Inc. QXO-82,877 shares · -66%
- Coherent Corp. COHR-17,168 shares · -19%
- Graham Corp. GHM-20,804 shares · -10%
- Enpro Inc. NPO-5,576 shares · -23%
- Mercury Systems Inc. MRCY-6,229 shares · -6%
- Xpo, Inc. XPO-2,642 shares · -8%
- Westlake Corp. WLK-818 shares · -1%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Coherent Corp. COHR | 72.8K | $28.7 million | 18.11% | -17.2K |
| Graham Corp. GHM | 181.0K | $22.4 million | 14.13% | -20.8K |
| Mercury Systems Inc. MRCY | 102.4K | $12.5 million | 7.90% | -6.2K |
| GXO Logistics, Inc. GXO | 206.2K | $10.5 million | 6.59% | +4.6K |
| Qxo Inc. QXO | 42.4K | $8.8 million | 5.55% | -82.9K |
| Cadre Hldgs Inc. CDRE | 257.4K | $7.3 million | 4.63% | +43.7K |
| Sunbelt Rentals Holdings Inc. SUNB | 91.6K | $6.9 million | 4.32% | +2.3K |
| Enpro Inc. NPO | 18.2K | $6.8 million | 4.32% | -5.6K |
| Westrock Coffee Co. WEST | 838.8K | $6.8 million | 4.29% | no change |
| Tyler Technologies Inc. TYL | 23.1K | $6.8 million | 4.27% | +6.3K |
| Xpo, Inc. XPO | 32.3K | $6.6 million | 4.18% | -2.6K |
| CF Industries Holdings, Inc. CF | 57.3K | $6.2 million | 3.91% | no change |
| Distribution Solutions GRP I DSGR | 217.1K | $5.9 million | 3.74% | no change |
| Westlake Corp. WLK | 71.5K | $5.2 million | 3.29% | -818 |
| Adobe Inc. ADBE | 23.0K | $4.7 million | 2.97% | new |
| Avantor, Inc. AVTR | 414.9K | $4.1 million | 2.59% | no change |
| Phillips 66 PSX | 183.6K | $3.2 million | 2.00% | +163.9K |
| Smurfit Westrock plc SW | 62.0K | $2.9 million | 1.81% | no change |
| Ulta Beauty, Inc. ULTA | 5.0K | $2.3 million | 1.42% | +586 |