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AGMAN CAPITAL LLC 13F holdings

Filed 2026-07-27 · AGMAN CAPITAL LLC · 19 positions · $158.6M

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TickerCompanySharesValue% of portfolio
COHRCOHERENT CORP72.8K$28.7M18.1%
GHMGRAHAM CORP181.0K$22.4M14.1%
MRCYMERCURY SYS INC102.4K$12.5M7.9%
GXOGXO LOGISTICS INCORPORATED206.2K$10.5M6.6%
QXOQXO INC42.4K$8.8M5.5%
CDRECADRE HLDGS INC257.4K$7.3M4.6%
SUNBSUNBELT RENTALS HOLDINGS INC91.6K$6.9M4.3%
NPOENPRO INC18.2K$6.8M4.3%
WESTWESTROCK COFFEE CO838.8K$6.8M4.3%
TYLTYLER TECHNOLOGIES INC23.1K$6.8M4.3%
XPOXPO INC32.3K$6.6M4.2%
CFCF INDS HLDGS INC57.3K$6.2M3.9%
DSGRDISTRIBUTION SOLUTIONS G217.1K$5.9M3.7%
WLKWESTLAKE CORP71.5K$5.2M3.3%
ADBEADOBE INC23.0K$4.7M3.0%
AVTRAVANTOR INC414.9K$4.1M2.6%
PSXPHILLIPS 66183.6K$3.2M2.0%
—SMURFIT WESTROCK PLC F62.0K$2.9M1.8%
ULTAULTA BEAUTY INC5.0K$2.3M1.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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