Institutional Fund
Agman Capital LLC
Omaha, NECIK 21078322 filings on record
Portfolio Value
$125.61M
Q1 2026
Holdings
18
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+6.8%
from $117.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Coherent Corp17.1%
- Graham Corp12.7%
- Gxo Logistics Incorporated8.3%
- Westlake Corporation6.7%
- Mercury Sys Inc6.3%
- Cf Inds Hldgs Inc5.9%
- Other43.0%
Portfolio Holdings
18 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coherent Corp | 90.0K | $21.44M | 17.1% | −19.3K | Reduced |
| 2 | Graham Corp | 201.8K | $15.93M | 12.7% | −17.4K | Reduced |
| 3 | Gxo Logistics Incorporated | 201.6K | $10.45M | 8.3% | 0 | Held |
| 4 | Westlake Corporation | 72.3K | $8.44M | 6.7% | 0 | Held |
| 5 | Mercury Sys Inc | 108.6K | $7.92M | 6.3% | −14.2K | Reduced |
| 6 | Cf Inds Hldgs Inc | 57.3K | $7.44M | 5.9% | −2.6K | Reduced |
| 7 | Xpo Inc | 35.0K | $6.80M | 5.4% | −6.6K | Reduced |
| 8 | Cadre Hldgs Inc | 213.7K | $6.56M | 5.2% | +33.4K | Added |
| 9 | Enpro Inc | 23.7K | $5.95M | 4.7% | −3.6K | Reduced |
| 10 | Tyler Technologies Inc | 16.8K | $5.75M | 4.6% | +10.9K | Added |
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