Davis Capital Management

Position in AGX — Argan Inc

CIK 1811806 JACKSONVILLE, FL

Position in AGX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$798

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#555

of 558 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Davis Capital Management holds $8,724 across 10 Engineering & Construction names. AGX ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	4	$2,880
2	MTZ	Mastec Inc	4	$1,664
3	EME	EMCOR Group, Inc.	1	$829
4	AGX	Argan Inc This page	1	$798
5	APG	APi Group Corp	12	$508
6	MYRG	Myr Group Inc.	1	$500
7	ECG	Everus Construction Group, Inc.	3	$497
8	ACA	Arcosa, Inc.	3	$435

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798	1	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.