Agman Capital LLC Top Holdings and 13F Report (2026) About Agman Capital LLCInvestment ActivityAgman Capital LLC has $125.61 million in total holdings as of March 31, 2026.Agman Capital LLC owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 15.78% of the portfolio was sold this quarter.This quarter, Agman Capital LLC has purchased 19 new stocks and bought additional shares in 5 stocks.Agman Capital LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Coherent $21,438,424Graham $15,929,134GXO Logistics $10,452,649Westlake $8,444,100Mercury Systems $7,920,359 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $5,611,627 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 89,370 shares (about $5.61M)Tyler Technologies 10,888 shares (about $3.73M)Cadre 33,423 shares (about $1.03M)Distribution Solutions Group 36,261 shares (about $951.49K)Avantor 73,293 shares (about $574.62K) Largest Sales this Quarter Coherent 19,320 shares (about $4.60M)Ulta Beauty 2,706 shares (about $1.41M)Graham 17,355 shares (about $1.37M)XPO 6,633 shares (about $1.29M)Mercury Systems 14,204 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAgman Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOHRCoherent$21,438,424$4,602,217 ▼-17.7%89,99817.1%Business ServicesGHMGraham$15,929,134$1,369,657 ▼-7.9%201,83912.7%IndustrialsGXOGXO Logistics$10,452,6490.0%201,5948.3%TransportationWLKWestlake$8,444,1000.0%72,2836.7%Basic MaterialsMRCYMercury Systems$7,920,359$1,035,614 ▼-11.6%108,6326.3%AerospaceCFCF Industries$7,435,288$336,026 ▼-4.3%57,2655.9%Basic MaterialsXPOXPO$6,801,468$1,290,450 ▼-15.9%34,9605.4%TransportationCDRECadre$6,557,175$1,025,418 ▲18.5%213,7285.2%IndustrialsNPOEnpro$5,950,682$895,823 ▼-13.1%23,7414.7%Business ServicesTYLTyler Technologies$5,749,245$3,727,833 ▲184.4%16,7924.6%Computer and TechnologyDSGRDistribution Solutions Group$5,697,570$951,489 ▲20.0%217,1334.5%Business ServicesSUNBELT RENTALS HOLDINGS INC$5,611,627$5,611,627 ▲New Holding89,3704.5%SHSPSXPhillips 66$3,589,310$674,066 ▼-15.8%19,7022.9%EnergyWESTWestrock Coffee$3,565,096$424,996 ▲13.5%838,8462.8%Consumer StaplesAVTRAvantor$3,252,800$574,617 ▲21.5%414,8982.6%MedicalSMURFIT WESTROCK PLC F$2,471,736$44,273 ▼-1.8%62,0262.0%SHSQXO INC$2,433,5400.0%125,3111.9%COMULTAUlta Beauty$2,307,765$1,414,453 ▼-38.0%4,4151.8%Retail/WholesaleALAir Lease$0$4,552,168 ▼-100.0%00.0%TransportationSPXSFSpirax-Sarco Engineering$0$3,604,215 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
