SIT INVESTMENT ASSOCIATES INC

Position in AGX — Argan Inc

CIK 769317 Minneapolis, MN

Position in AGX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$16,128,314

+$2,599,208 QoQ

Shares Held

20,197

-18.7% QoQ

Ownership

0.144%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#78

of 560 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SIT INVESTMENT ASSOCIATES INC holds $28,943,067 across 5 Engineering & Construction names. AGX ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc This page	20,197	$16,128,314
2	EME	EMCOR Group, Inc.	10,890	$9,037,393
3	J	Jacobs Solutions Inc.	24,700	$3,112,200
4	ACA	Arcosa, Inc.	3,810	$553,554
5	PWR	Quanta Services, Inc.	155	$111,606

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,128,314	20,197	-18.7%	Shares	Sole	2026-08-12
2026-03-31	$13,529,106	24,840	-23.4%	Shares	Sole	2026-05-13
2025-12-31	$10,156,267	32,415	0.0%	Shares	Sole	2026-02-12
2025-09-30	$8,753,670	32,415	+24.1%	Shares	Sole	2025-11-13
2025-06-30	$5,757,835	26,115	-10.9%	Shares	Sole	2025-08-14
2025-03-31	$3,846,560	29,325	0.0%	Shares	Sole	2025-05-13
2024-12-31	$4,018,698	29,325	+1.0%	Shares	Sole	2025-02-13
2024-09-30	$2,944,005	29,025	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.