Institutions / Agman Capital LLC
Agman Capital LLC
CIK 2107832 · Institution · as of Dec 31, 2025
Portfolio value
$117.57M
Positions
19
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Coherent Corp | $20.18M | 17.2% |
| Graham Corp | $14.08M | 12.0% |
| GXO Logistics, Inc. | $10.61M | 9.0% |
| Mercury Systems Inc | $8.97M | 7.6% |
| Cadre Holdings, Inc.CDRE | $7.36M | 6.3% |
| Enpro Inc | $5.85M | 5.0% |
| XPO Inc | $5.65M | 4.8% |
| Westlake CorpWLK | $5.34M | 4.5% |
| Distribution Solutions Group, Inc.DSGR | $4.95M | 4.2% |
| CF Industries Holdings Inc | $4.63M | 3.9% |
| Sumisho Air Lease Corp | $4.55M | 3.9% |
| Ulta Beauty, Inc. | $4.31M | 3.7% |
| Avantor, Inc. | $3.91M | 3.3% |
| Spirax Group PLC Ordf | $3.60M | 3.1% |
| Phillips 66 | $3.02M | 2.6% |
| Westrock Coffee CoWEST | $3.01M | 2.6% |
| Tyler Technologies, Inc. | $2.68M | 2.3% |
| Smurfit Westrock plc | $2.44M | 2.1% |
| QXO, Inc. | $2.42M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.