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AGMAN CAPITAL LLC
hedge fundUpdated 46 days agoManaged by Agman Capital Llc • Latest filing Q2 2026
Portfolio value
$158.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
82.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $117.6M |
| Q1 2026 | $125.6M |
| Q2 2026 | $158.6M |
Top holdings
19 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COHR COHERENT CORP | $28.7M | 72.8K | 18.11% | Trimmed(-19.1%) |
| 2 | G GHM GRAHAM CORP | $22.4M | 181.0K | 14.13% | Trimmed(-10.3%) |
| 3 | M MRCY MERCURY SYS INC | $12.5M | 102.4K | 7.90% | Trimmed(-5.7%) |
| 4 | ? N/A GXO LOGISTICS INCORPORATED | $10.5M | 206.2K | 6.59% | Added(+2.3%) |
| 5 | ? N/A QXO INC | $8.8M | 42.4K | 5.55% | Trimmed(-66.1%) |
| 6 | C CDRE CADRE HLDGS INC | $7.3M | 257.4K | 4.63% | Added(+20.4%) |
| 7 | S SUNB SUNBELT RENTALS HOLDINGS INC | $6.9M | 91.6K | 4.32% | Added(+2.5%) |
| 8 | N NPO ENPRO INC | $6.8M | 18.2K | 4.32% | Trimmed(-23.5%) |
| 9 | W WEST WESTROCK COFFEE CO | $6.8M | 838.8K | 4.29% | Unchanged |
| 10 | T TYL TYLER TECHNOLOGIES INC | $6.8M | 23.1K | 4.27% | Added(+37.8%) |
| 11 | ? N/A XPO INC | $6.6M | 32.3K | 4.18% | Trimmed(-7.6%) |
| 12 | C CF CF INDS HLDGS INC | $6.2M | 57.3K | 3.91% | Unchanged |
| 13 | D DSGR DISTRIBUTION SOLUTIONS G | $5.9M | 217.1K | 3.74% | Unchanged |
| 14 | W WLK WESTLAKE CORP | $5.2M | 71.5K | 3.29% | Trimmed(-1.1%) |
| 15 | A ADBE ADOBE INC | $4.7M | 23.0K | 2.97% | — |
| 16 | A AVTR AVANTOR INC | $4.1M | 414.9K | 2.59% | Unchanged |
| 17 | P PSX PHILLIPS 66 | $3.2M | 183.6K | 2.00% | Added(+832.1%) |
| 18 | S SW SMURFIT WESTROCK PLC F | $2.9M | 62.0K | 1.81% | Unchanged |
| 19 | ? N/A ULTA BEAUTY INC | $2.3M | 5.0K | 1.42% | Added(+13.3%) |