Position in AGX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$21,384,370
-$24,649,447 QoQ
Shares Held
26,779
-68.3% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 560 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026JENNISON ASSOCIATES LLC holds $637,027,116 across 9 Engineering & Construction names. AGX ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
369,583 | $310,213,186 | |
| 2 | FIX |
Comfort Systems USA Inc
|
63,477 | $125,808,240 | |
| 3 | PWR |
Quanta Services, Inc.
|
152,041 | $109,475,601 | |
| 4 | MTZ |
Mastec Inc
|
93,701 | $38,985,238 | |
| 5 | AGX |
Argan Inc
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|
26,779 | $21,384,370 | |
| 6 | ROAD |
Construction Partners, Inc.
|
169,241 | $20,100,753 | |
| 7 | BBCP |
Concrete Pumping Holdings, Inc.
|
797,410 | $9,608,789 | |
| 8 | MYRG |
Myr Group Inc.
|
1,987 | $994,294 |
All Filings in AGX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,384,370 | 26,779 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $46,033,817 | 84,520 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $31,675,711 | 101,097 | Shares | Defined | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||