StockDriftsStockDriftsTop 18 Agman Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | 18.11% | 72.8K | $28.7M | -19.08%(-17.17K) | $146.15(+118.62%) | 2026-06-30 | |
| GHM | GRAHAM CORP | 14.13% | 181.0K | $22.4M | -10.31%(-20.80K) | $59.57(+88.93%) | 2026-06-30 | |
| MRCY | MERCURY SYS INC | 7.9% | 102.4K | $12.5M | -5.73%(-6.23K) | $75.21(+44.79%) | 2026-06-30 | |
| GXO | GXO LOGISTICS INCORPORATED | 6.59% | 206.2K | $10.5M | +2.30%(+4.63K) | $52.70(-10.02%) | 2026-06-30 | |
| QXO | QXO INC | 5.55% | 42.4K | $8.8M | -66.14%(-82.88K) | $19.18(-18.33%) | 2026-06-30 | |
| CDRE | CADRE HLDGS INC | 4.63% | 257.4K | $7.3M | +20.44%(+43.68K) | $36.65(-7.97%) | 2026-06-30 | |
| NPO | ENPRO INC | 4.32% | 18.2K | $6.8M | -23.49%(-5.58K) | $220.07(+55.89%) | 2026-06-30 | |
| WEST | WESTROCK COFFEE CO | 4.29% | 838.8K | $6.8M | +0.00%(+0) | $4.43(+86.51%) | 2026-06-30 | |
| TYL | TYLER TECHNOLOGIES INC | 4.27% | 23.1K | $6.8M | +37.78%(+6.34K) | $398.92(-19.32%) | 2026-06-30 | |
| XPO | XPO INC | 4.18% | 32.3K | $6.6M | -7.56%(-2.64K) | $132.59(+52.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.78% |
Agman Capital LLC reports $158.64M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are COHR (18.1%), GHM (14.1%) and MRCY (7.9%). The top 20 holdings account for 95.7% of reported assets. Its disclosed equity book has returned +42.07% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Agman Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107832). View Agman Capital LLC’s 13F filings on SEC