§ 13F · FUND PROFILE
AGMAN CAPITAL LLC.
AUM · $159M (13F)Positions · 19Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | 73K | $29M | 18.1% | −19% |
| 2 | GHM | GRAHAM CORP | 181K | $22M | 14.1% | −10% |
| 3 | MRCY | MERCURY SYS INC | 102K | $13M | 7.9% | −6% |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 206K | $10M | 6.6% | +2% |
| 5 | QXO | QXO INC | 42K | $9M | 5.5% | −66% |
| 6 | CDRE | CADRE HLDGS INC | 257K | $7M | 4.6% | +20% |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | 92K | $7M | 4.3% | +3% |
| 8 | NPO | ENPRO INC | 18K | $7M | 4.3% | −23% |
| 9 | WEST | WESTROCK COFFEE CO | 839K | $7M | 4.3% | ±0% |
| 10 | TYL | TYLER TECHNOLOGIES INC | 23K | $7M | 4.3% | +38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGMAN SIGNAL
AC read
AGMAN CAPITAL LLC is a Other fund managing $159 million in assets. The fund runs a focused portfolio of just 19 positions.
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