Forest Avenue Capital Management LP

Position in AGX — Argan Inc

CIK 1944889 MIAMI, FL

Position in AGX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$40,552,460

-$17,533,621 QoQ

Shares Held

74,456

-59.8% QoQ

Ownership

0.531%

of shares outstanding

% of Portfolio

2.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Forest Avenue Capital Management LP holds $211,820,867 across 3 Engineering & Construction names. AGX ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTZ	Mastec Inc	269,851	$86,821,860
2	ECG	Everus Construction Group, Inc.	715,285	$84,446,547
3	AGX	Argan Inc This page	74,456	$40,552,460

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,552,460	74,456	-59.8%	Shares	Sole	2026-05-14
2025-12-31	$58,086,081	185,389	+25.0%	Shares	Sole	2026-02-13
2025-09-30	$40,056,246	148,329	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.