Holders — by stockHoldings — by fund
AGMAN CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002107832
$158.6M
disclosed book value
19
positions
18.1%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COHRCOHERENT CORP | 72,830 | $28.7M | 18.1% |
| 2 | GHMGRAHAM CORP | 181,035 | $22.4M | 14.1% |
| 3 | MRCYMERCURY SYS INC | 102,403 | $12.5M | 7.9% |
| 4 | GXOGXO LOGISTICS INCORPORATED | 206,226 | $10.5M | 6.6% |
| 5 | QXOQXO INC | 42,434 | $8.8M | 5.5% |
| 6 | CDRECADRE HLDGS INC | 257,409 | $7.3M | 4.6% |
| 7 | SUNBSUNBELT RENTALS HOLDINGS INC | 91,643 | $6.9M | 4.3% |
| 8 | NPOENPRO INC | 18,165 | $6.8M | 4.3% |
| 9 | WESTWESTROCK COFFEE CO | 838,846 | $6.8M | 4.3% |
| 10 | TYLTYLER TECHNOLOGIES INC | 23,136 | $6.8M | 4.3% |
| 11 | XPOXPO INC | 32,318 | $6.6M | 4.2% |
| 12 | CFCF INDS HLDGS INC | 57,265 | $6.2M | 3.9% |
| 13 | DSGRDISTRIBUTION SOLUTIONS G | 217,133 | $5.9M | 3.7% |
| 14 | WLKWESTLAKE CORP | 71,465 | $5.2M | 3.3% |
| 15 | ADBEADOBE INC | 22,951 | $4.7M | 3% |
| 16 | AVTRAVANTOR INC | 414,898 | $4.1M | 2.6% |
| 17 | PSXPHILLIPS 66 | 183,634 | $3.2M | 2% |
| 18 | SMURFIT WESTROCK PLC F | 62,026 | $2.9M | 1.8% |
| 19 | ULTAULTA BEAUTY INC | 5,001 | $2.3M | 1.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.