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THAMES CAPITAL MANAGEMENT LLC

Position in AGX — Argan Inc

CIK 1714267 Roseland, NJ

Position in AGX

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$19,856,849
+$3,628,753 QoQ
Shares Held
36,458
-29.6% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026

THAMES CAPITAL MANAGEMENT LLC holds $54,480,435 across 4 Engineering & Construction names. AGX ranks #1 (36.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGX
Argan Inc
This page
36,458 $19,856,849

All Filings in AGX

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5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $19,856,849 36,458
2025-12-31 $16,228,096 51,794
2025-09-30 $11,175,479 41,383
2024-12-31 $16,086,303 117,384
2024-09-30 $3,077,994 30,346