Agman Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Agman Capital LLC reported 19 stock positions worth $117.6 million. Its top holding was Coherent (COHR) at 17.2% of the portfolio, followed by Graham (GHM, 12.0%) and Gxo Logistics (GXO, 9.0%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002107832
- Portfolio Value
- $117.6M (Q4 2025)
- SEC Filing
- 0002107832-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 19 stocks · $117.6M
| COHR Coherent Corp. | 17.16% | 109,318 | $20.2M | — |
| GHM Graham Corp. | 11.97% | 219,194 | $14.1M | — |
| GXO Gxo Logistics Inc. | 9.03% | 201,594 | $10.6M | — |
| MRCY Mercury Systems Inc. | 7.63% | 122,836 | $9.0M | — |
| CDRE Cadre Holdings Inc. | 6.26% | 180,305 | $7.4M | — |
| NPO Enpro Inc. | 4.97% | 27,315 | $5.8M | — |
| XPO Xpo Inc. | 4.81% | 41,593 | $5.7M | — |
| WLK Westlake Corp. | 4.55% | 72,283 | $5.3M | — |
| DSGR Distribution Solutions Group | 4.21% | 180,872 | $5.0M | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 3.94% | 59,853 | $4.6M | — |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 3.87% | 70,631 | $4.6M | — |
| ULTA Ulta Beauty Inc. | 3.66% | 7,121 | $4.3M | — |
| AVTR Avantor Inc. | 3.33% | 341,605 | $3.9M | — |
| SPXSF Spirax Group PLC | 3.07% | 39,222 | $3.6M | — |
| PSX Phillips 66 | 2.57% | 23,402 | $3.0M | — |
| WEST Westrock Coffee Co. | 2.56% | 738,847 | $3.0M | — |
| TYL Tyler Technologies Inc. | 2.28% | 5,904 | $2.7M | — |
| SW Smurfit Westrock PLC | 2.08% | 63,137 | $2.4M | — |
| QXO Qxo Inc. | 2.06% | 125,311 | $2.4M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.