Agman Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$125.6M
Q ending 2026-03-31
Prior quarter
$117.6M
Q ending 2025-12-31
Change
+6.8% QoQ
Positions
18
reported holdings
Largest positions
All 18 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Coherent Corp | COHR | Shares | $21.4M | 90K |
| Graham Corp | GHM | Shares | $15.9M | 202K |
| Gxo Logistics Incorporated | GXO | Shares | $10.5M | 202K |
| Westlake Corp | WLK | Shares | $8.4M | 72K |
| Mercury Sys Inc | MRCY | Shares | $7.9M | 109K |
| Cf Inds Hldgs Inc | CF | Shares | $7.4M | 57K |
| Xpo Inc | XPO | Shares | $6.8M | 35K |
| Cadre Hldgs Inc | CDRE | Shares | $6.6M | 214K |
| Enpro Inc | NPO | Shares | $6.0M | 24K |
| Tyler Technologies Inc | TYL | Shares | $5.7M | 17K |
| Distribution Solutions G | DSGR | Shares | $5.7M | 217K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $5.6M | 89K |
| Phillips 66 | PSX | Shares | $3.6M | 20K |
| Westrock Coffee Co | WEST | Shares | $3.6M | 839K |
| Avantor Inc | AVTR | Shares | $3.3M | 415K |
| Smurfit Westrock Plc F | Shares | $2.5M | 62K | |
| Qxo Inc | QXO | Shares | $2.4M | 125K |
| Ulta Beauty Inc | ULTA | Shares | $2.3M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.