Agman Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Agman Capital LLC reported 19 stock positions worth $158.6 million. Its top holding was Coherent (COHR) at 18.1% of the portfolio, followed by Graham (GHM, 14.1%) and Mercury Systems (MRCY, 7.9%). Compared with Q1 2026, it opened 1 new position, added to 6 and reduced 7. The biggest buy was a new position in Adobe (ADBE) and the biggest sale Westlake (WLK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002107832
- Portfolio Value
- $158.6M (Q2 2026)
- SEC Filing
- 0002107832-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 19 stocks · $158.6M
| COHR Coherent Corp. | 18.11% | 72,830 | $28.7M | Reduce -19.1% |
| GHM Graham Corp. | 14.13% | 181,035 | $22.4M | Reduce -10.3% |
| MRCY Mercury Systems Inc. | 7.90% | 102,403 | $12.5M | Reduce -5.7% |
| GXO Gxo Logistics Inc. | 6.59% | 206,226 | $10.5M | Add +2.3% |
| QXO Qxo Inc. | 5.55% | 42,434 | $8.8M | Reduce -66.1% |
| CDRE Cadre Holdings Inc. | 4.63% | 257,409 | $7.3M | Add +20.4% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.32% | 91,643 | $6.9M | Add +2.5% |
| NPO Enpro Inc. | 4.32% | 18,165 | $6.8M | Reduce -23.5% |
| WEST Westrock Coffee Co. | 4.29% | 838,846 | $6.8M | No change |
| TYL Tyler Technologies Inc. | 4.27% | 23,136 | $6.8M | Add +37.8% |
| XPO Xpo Inc. | 4.18% | 32,318 | $6.6M | Reduce -7.6% |
| CF CF Industries Holdings Inc. | 3.91% | 57,265 | $6.2M | No change |
| DSGR Distribution Solutions Group | 3.74% | 217,133 | $5.9M | No change |
| WLK Westlake Corp. | 3.29% | 71,465 | $5.2M | Reduce -1.1% |
| ADBE Adobe Inc. | 2.97% | 22,951 | $4.7M | New |
| AVTR Avantor Inc. | 2.59% | 414,898 | $4.1M | No change |
| PSX Phillips 66 | 2.00% | 183,634 | $3.2M | Add +832.1% |
| SW Smurfit Westrock PLC | 1.81% | 62,026 | $2.9M | No change |
| ULTA Ulta Beauty Inc. | 1.42% | 5,001 | $2.3M | Add +13.3% |
Portfolio Sells Q1 2026 → Q2 2026
| WLK Westlake Corp. | Reduce -1.1% | 3.29% | −3.43 |
| XPO Xpo Inc. | Reduce -7.6% | 4.18% | −1.23 |
| NPO Enpro Inc. | Reduce -23.5% | 4.32% | −0.42 |
| COHR Coherent Corp. | Reduce -19.1% | 18.11% | +1.04 |
| GHM Graham Corp. | Reduce -10.3% | 14.13% | +1.45 |
| MRCY Mercury Systems Inc. | Reduce -5.7% | 7.90% | +1.59 |
| QXO Qxo Inc. | Reduce -66.1% | 5.55% | +3.61 |
Portfolio Buys Q1 2026 → Q2 2026
| ADBE Adobe Inc. | New | 2.97% | +2.97 |
| SUNB Sunbelt Rentals Holdings Inc. | Add +2.5% | 4.32% | −0.15 |
| TYL Tyler Technologies Inc. | Add +37.8% | 4.27% | −0.31 |
| ULTA Ulta Beauty Inc. | Add +13.3% | 1.42% | −0.42 |
| CDRE Cadre Holdings Inc. | Add +20.4% | 4.63% | −0.59 |
| PSX Phillips 66 | Add +832.1% | 2.00% | −0.86 |
| GXO Gxo Logistics Inc. | Add +2.3% | 6.59% | −1.73 |