StockDriftsStockDriftsTop 17 Agman Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | 17.07% | 90.0K | $21.4M | -17.67%(-19.32K) | $146.15(+176.24%) | 2026-03-31 | |
| GHM | GRAHAM CORP | 12.68% | 201.8K | $15.9M | -7.92%(-17.36K) | $59.57(+71.29%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 8.32% | 201.6K | $10.5M | +0.00%(+0) | $52.76(-5.39%) | 2026-03-31 | |
| WLK | WESTLAKE CORP | 6.72% | 72.3K | $8.4M | +0.00%(+0) | $75.50(+22.21%) | 2026-03-31 | |
| MRCY | MERCURY SYS INC | 6.31% | 108.6K | $7.9M | -11.56%(-14.20K) | $75.21(+23.00%) | 2026-03-31 | |
| CF | CF INDS HLDGS INC | 5.92% | 57.3K | $7.4M | -4.32%(-2.59K) | $83.52(+50.26%) | 2026-03-31 | |
| XPO | XPO INC | 5.41% | 35.0K | $6.8M | -15.95%(-6.63K) | $132.59(+49.54%) | 2026-03-31 | |
| CDRE | CADRE HLDGS INC | 5.22% | 213.7K | $6.6M | +18.54%(+33.42K) | $38.22(-18.16%) | 2026-03-31 | |
| NPO | ENPRO INC | 4.74% | 23.7K | $6.0M | -13.08%(-3.57K) | $220.07(+44.40%) | 2026-03-31 | |
| TYL | TYLER TECHNOLOGIES INC | 4.58% | 16.8K | $5.7M | +184.42%(+10.89K) | $429.95(-30.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +66.99% | +365.63% |
| Top 20 Holdings Unweighted | +48.78% | +229.32% |
Sign up free to track Agman Capital Llc, compare funds side by side, and get alerts the moment positions change.