AGMAN CAPITAL LLC: 13F holdings
CIK 21078322026Q2
| Positions | 19 |
|---|---|
| Reported value | $158.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| COHR COHERENT CORP | 72,830 | $28.7m | 18.1% |
| GHM GRAHAM CORP | 181,035 | $22.4m | 14.1% |
| MRCY MERCURY SYS INC | 102,403 | $12.5m | 7.9% |
| GXO GXO LOGISTICS INCORPORATED | 206,226 | $10.5m | 6.6% |
| QXO QXO INC | 42,434 | $8.8m | 5.5% |
| CADRE HLDGS INC | 257,409 | $7.3m | 4.6% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 91,643 | $6.9m | 4.3% |
| NPO ENPRO INC | 18,165 | $6.8m | 4.3% |
| WESTROCK COFFEE CO | 838,846 | $6.8m | 4.3% |
| TYL TYLER TECHNOLOGIES INC | 23,136 | $6.8m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107832")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.