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Valiant Capital Management, L.P.

Position in AGX — Argan Inc

CIK 1452689 San Francisco, CA

Position in AGX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$32,266,699
-$9,803,717 QoQ
Shares Held
59,243
-55.9% QoQ
Ownership
0.423%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AGX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

Valiant Capital Management, L.P. holds $79,179,518 across 3 Engineering & Construction names. AGX ranks #2 (40.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AGX
Argan Inc
This page
59,243 $32,266,699

All Filings in AGX

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7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $32,266,699 59,243
2025-12-31 $42,070,416 134,273
2025-09-30 $68,754,730 254,600
2025-06-30 $85,902,315 389,615
2025-03-31 $55,237,654 421,115
2024-12-31 $48,725,394 355,556
2024-09-30 $9,128,700 90,000