Position in AGX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,795,292
-$871,791 QoQ
Shares Held
6,005
-42.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#150
of 558 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Lisanti Capital Growth, LLC holds $22,547,361 across 6 Engineering & Construction names. AGX ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
14,170 | $7,164,210 | |
| 2 | AGX |
Argan Inc
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|
6,005 | $4,795,292 | |
| 3 | ROAD |
Construction Partners, Inc.
|
33,648 | $3,996,372 | |
| 4 | CDNL |
Cardinal Infrastructure Group Inc.
|
33,690 | $3,173,598 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
2,490 | $2,090,006 | |
| 6 | LGN |
Legence Corp.
|
15,580 | $1,327,883 |
All Filings in AGX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,795,292 | 6,005 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,667,083 | 10,405 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||