Position in AGX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,676,138
+$3,467,429 QoQ
Shares Held
26,946
-24.7% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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)
Derivatives in AGX
reported options exposure · as of Mar 31, 2026CallValue
$108,930
CallShares
200
PutValue
$2,287,530
PutShares
4,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Mar 31, 2026Walleye Capital LLC holds $130,297,425 across 18 Engineering & Construction names. AGX ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
|
58,424 | $19,795,219 | |
| 2 | MTZ |
Mastec Inc
|
59,182 | $19,041,216 | |
| 3 | FLR |
Fluor Corp
|
315,792 | $14,731,696 | |
| 4 | AGX |
Argan Inc
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|
26,946 | $14,676,138 | |
| 5 | GVA |
Granite Construction Inc
|
102,694 | $12,310,956 | |
| 6 | FIX |
Comfort Systems USA Inc
|
8,479 | $11,692,456 | |
| 7 | PRIM |
Primoris Services Corp
|
57,404 | $8,211,068 | |
| 8 | J |
Jacobs Solutions Inc.
|
62,771 | $7,989,492 |
All Filings in AGX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,287,530 | 4,200 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $14,676,138 | 26,946 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $108,930 | 200 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $2,976,540 | 9,500 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $1,942,584 | 6,200 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $11,208,709 | 35,774 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,538,470 | 9,400 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $2,997,555 | 11,100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $2,160,704 | 9,800 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $4,277,312 | 19,400 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $2,551,174 | 11,571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,324,817 | 10,100 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $1,298,583 | 9,900 | Put | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||