AltraVue Capital, LLC

Position in AGX — Argan Inc

CIK 1740837 BELLEVUE, WA

Position in AGX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$60,892,958

+$16,106,371 QoQ

Shares Held

111,802

-21.8% QoQ

Ownership

0.797%

of shares outstanding

% of Portfolio

5.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 15.649093933918893.ToString("F0")% Shared 0.ToString("F0")% None 84.35090606608111.ToString("F0")%

Industrials · as of Mar 31, 2026

AltraVue Capital, LLC holds $122,723,040 across 2 Engineering & Construction names. AGX ranks #2 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IESC	IES Holdings, Inc.	129,767	$61,830,082
2	AGX	Argan Inc This page	111,802	$60,892,958

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,892,958	111,802	-21.8%	Shares	Sole	2026-05-13
2025-12-31	$44,786,587	142,942	-42.3%	Shares	Other	2026-02-11
2025-09-30	$66,848,716	247,542	+2.1%	Shares	Other	2025-11-12
2025-06-30	$53,469,045	242,512	-19.1%	Shares	Other	2025-08-12
2025-03-31	$39,342,080	299,932	-9.1%	Shares	Other	2025-05-13
2024-12-31	$45,193,325	329,782	0.0%	Shares	Sole	2025-02-12
2024-09-30	$33,449,787	329,782	-0.4%	Shares	Other	2024-11-12
2024-06-30	$24,227,079	331,152	-1.3%	Shares	Other	2024-08-12
2024-03-31	$16,950,205	335,382	-1.8%	Shares	Other	2024-05-13
2023-12-31	$15,986,364	341,662	-3.8%	Shares	Sole	2024-02-12
2023-09-30	$16,164,697	355,112	-3.0%	Shares	Sole	2023-11-13
2023-06-30	$14,428,236	366,106	+1.0%	Shares	Sole	2023-08-10
2023-03-31	$14,668,997	362,466	+1.9%	Shares	Sole	2023-05-12
2022-12-31	$13,119,911	355,746	-0.1%	Shares	Sole	2023-02-10
2022-09-30	$11,460,754	356,256	-17.6%	Shares	Sole	2022-11-14
2022-06-30	$16,131,420	432,246	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$17,459,625	430,146	-0.2%	Shares	Sole	2022-05-12
2021-12-31	$16,678,716	431,086	+0.8%	Shares	Sole	2022-01-28
2021-09-30	$18,668,312	427,486	+27.3%	Shares	Sole	2021-10-29
2021-06-30	$16,044,344	335,726	+14.3%	Shares	Sole	2021-08-24
2021-03-31	$15,664,785	293,623	+28.0%	Shares	Sole	2021-08-24
2020-12-31	$10,207,028	229,423	+49.1%	Shares	Sole	2021-08-24
2020-09-30	$6,449,235	153,883	+90.8%	Shares	Sole	2021-08-24
2020-06-30	$3,822,191	80,671	-2.8%	Shares	Other	2020-07-23
2020-03-31	$2,870,035	83,021	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.