POLEN CAPITAL MANAGEMENT LLC

Position in AGX — Argan Inc

CIK 1034524 Boca Raton, FL

Position in AGX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,156,389

-$1,636,962 QoQ

Shares Held

10,214

-43.2% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#110

of 558 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $109,973,044 across 5 Engineering & Construction names. AGX ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EME	EMCOR Group, Inc.	103,123	$85,579,715
2	IESC	IES Holdings, Inc.	14,550	$10,689,303
3	AGX	Argan Inc This page	10,214	$8,156,389
4	CDNL	Cardinal Infrastructure Group Inc.	30,787	$2,900,135
5	ROAD	Construction Partners, Inc.	22,291	$2,647,502

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,156,389	10,214	-43.2%	Shares	Sole	2026-08-04
2026-03-31	$9,793,351	17,981	-27.7%	Shares	Sole	2026-05-14
2025-12-31	$7,797,281	24,886	-33.7%	Shares	Sole	2026-02-12
2025-09-30	$10,135,786	37,533	-16.3%	Shares	Sole	2025-11-12
2025-06-30	$9,882,134	44,821	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.