Convergence Investment Partners, LLC

Position in AGX — Argan Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in AGX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,692,495

+$2,497,254 QoQ

Shares Held

4,624

+4.5% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#176

of 558 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $20,749,236 across 5 Engineering & Construction names. AGX ranks #5 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYRG	Myr Group Inc.	9,286	$4,646,714
2	PWR	Quanta Services, Inc.	5,825	$4,194,233
3	FIX	Comfort Systems USA Inc	2,076	$4,114,528
4	EME	EMCOR Group, Inc.	4,942	$4,101,266
5	AGX	Argan Inc This page	4,624	$3,692,495

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,692,495	4,624	+4.5%	Shares	Sole	2026-07-31
2025-09-30	$1,195,241	4,426	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.