AGMAN CAPITAL LLC
Top Portfolio Positions
18 positions ·
$125,813,424 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COHR |
Coherent Corp.
Technology
|
89,998 | $21,438,423 | 17.04% | |
| GHM |
Graham Corp
Industrials
|
201,839 | $15,929,133 | 12.66% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
201,594 | $10,452,648 | 8.31% | |
| WLK |
Westlake Corp
Basic Materials
|
72,283 | $8,444,100 | 6.71% | |
| MRCY |
Mercury Systems Inc
Industrials
|
108,632 | $7,920,359 | 6.30% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
57,265 | $7,435,287 | 5.91% | |
| XPO |
XPO, Inc.
Industrials
|
34,960 | $6,801,468 | 5.41% | |
| CDRE |
Cadre Holdings, Inc.
Industrials
|
213,728 | $6,557,175 | 5.21% | |
| NPO |
Enpro Inc.
Industrials
|
23,741 | $5,950,681 | 4.73% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
89,370 | $5,817,093 | 4.62% |
Portfolio Trend
2 quarters · across all stocks
Holdings in MRCY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,920,359 | 108,632 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,968,256 | 122,836 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||