Position in AGX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,794,305
+$9,739,999 QoQ
Shares Held
21,031
+62.4% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 560 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Derivatives in AGX
reported options exposure · as of Jun 30, 2026CallValue
$5,989,125
CallShares
7,500
PutValue
$2,555,360
PutShares
3,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,903,317,460 across 37 Engineering & Construction names. AGX ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
593,715 | $300,176,366 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
294,821 | $247,460,954 | |
| 3 | PWR |
Quanta Services, Inc.
|
284,766 | $205,042,910 | |
| 4 | GVA |
Granite Construction Inc
|
1,086,252 | $171,714,716 | |
| 5 | PRIM |
Primoris Services Corp
|
1,492,740 | $147,960,388 | |
| 6 | EME |
EMCOR Group, Inc.
|
160,534 | $133,223,955 | |
| 7 | ACM |
Aecom
|
1,321,296 | $92,226,460 | |
| 8 | FIX |
Comfort Systems USA Inc
|
36,443 | $72,228,203 |
All Filings in AGX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,989,125 | 7,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,555,360 | 3,200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $16,794,305 | 21,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,104,505 | 5,700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $4,139,340 | 7,600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $7,054,306 | 12,952 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,605,255 | 8,315 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,253,280 | 4,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $469,980 | 1,500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $7,647,275 | 28,318 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,380,911 | 28,941 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,452,481 | 117,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,382,485 | 104,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,059,122 | 69,596 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,888,477 | 107,825 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,278,564 | 84,657 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,719,741 | 164,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,004,171 | 22,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,184,506 | 30,056 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $309,475 | 9,620 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $1,566,435 | 45,312 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||