Mariner, LLC

Position in AGX — Argan Inc

CIK 1373442 Overland Park, KS

Position in AGX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$42,957,198

+$12,312,466 QoQ

Shares Held

53,794

-4.4% QoQ

Ownership

0.384%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#44

of 558 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Mariner, LLC holds $222,423,662 across 18 Engineering & Construction names. AGX ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	44,794	$88,779,468
2	AGX	Argan Inc This page	53,794	$42,957,198
3	EME	EMCOR Group, Inc.	45,867	$38,064,105
4	PWR	Quanta Services, Inc.	35,764	$25,751,510
5	J	Jacobs Solutions Inc.	70,181	$8,842,806
6	ACM	Aecom	93,151	$6,501,939
7	FER	Ferrovial N.V.	58,539	$4,016,360
8	FLR	Fluor Corp	51,590	$2,702,800

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,957,198	53,794	-4.4%	Shares	Sole	2026-08-13
2026-03-31	$30,644,732	56,265	-0.5%	Shares	Sole	2026-05-13
2025-12-31	$17,723,572	56,567	+363.2%	Shares	Sole	2026-02-13
2025-09-30	$3,297,850	12,212	+2.3%	Shares	Sole	2025-11-14
2025-06-30	$2,632,972	11,942	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$1,538,886	11,732	+18.3%	Shares	Sole	2025-05-15
2024-12-31	$1,358,477	9,913	-6.3%	Shares	Sole	2025-02-13
2024-09-30	$1,072,926	10,578	-5.0%	Shares	Sole	2024-11-13
2024-06-30	$814,782	11,137	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$539,918	10,683	+102.6%	Shares	Sole	2024-05-15
2023-12-31	$246,770	5,274	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.