AGMAN CAPITAL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC AGMAN CAPITAL LLC | Institutional Filer | ▲ 6.83% | $125.6M | 18 |
Current Portfolio Holdings
Showing all 18 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | COHR | Coherent, Inc. | Technology | 90K | $21.4M | 17.07% |
| 2 | GHM | Graham Corporation | Industrials | 202K | $15.9M | 12.68% |
| 3 | GXO | GXO Logistics, Inc. | Industrials | 202K | $10.5M | 8.32% |
| 4 | WLK | Westlake Corporation | Basic Materials | 72K | $8.4M | 6.72% |
| 5 | MRCY | Mercury Systems, Inc. | Industrials | 109K | $7.9M | 6.31% |
| 6 | CF | CF Industries Holdings, Inc. | Basic Materials | 57K | $7.4M | 5.92% |
| 7 | XPO | XPO Logistics, Inc. | Industrials | 35K | $6.8M | 5.41% |
| 8 | CDRE | Cadre Holdings, Inc. | Industrials | 214K | $6.6M | 5.22% |
| 9 | NPO | EnPro Industries, Inc. | Industrials | 24K | $6.0M | 4.74% |
| 10 | TYL | Tyler Technologies, Inc. | Technology | 17K | $5.7M | 4.58% |
| 11 | DSGR | Distribution Solutions Group, Inc. | Industrials | 217K | $5.7M | 4.54% |
| 12 | NaN | SUNBELT RENTALS HOLDINGS INC | — | 89K | $5.6M | 4.47% |
| 13 | PSX | Phillips 66 | Energy | 20K | $3.6M | 2.86% |
| 14 | WEST | Westrock Coffee Company, LLC | Consumer Defensive | 839K | $3.6M | 2.84% |
| 15 | AVTR | Avantor, Inc. | Healthcare | 415K | $3.3M | 2.59% |
Showing 1 to 15 of 18 holdings