Position in AGX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,252,735
+$2,277,493 QoQ
Shares Held
16,596
-17.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#91
of 560 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026CVFG LLC holds $41,982,864 across 8 Engineering & Construction names. AGX ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
This page
|
16,596 | $13,252,735 | |
| 2 | MTZ |
Mastec Inc
|
13,490 | $5,612,649 | |
| 3 | PWR |
Quanta Services, Inc.
|
7,323 | $5,272,852 | |
| 4 | TPC |
Tutor Perini Corp
|
50,190 | $4,164,264 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
4,529 | $3,801,461 | |
| 6 | FIX |
Comfort Systems USA Inc
|
1,910 | $3,785,524 | |
| 7 | EME |
EMCOR Group, Inc.
|
3,792 | $3,146,904 | |
| 8 | WLDN |
Willdan Group, Inc.
|
37,250 | $2,946,475 |
All Filings in AGX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,252,735 | 16,596 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,975,242 | 20,151 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||