AGMAN CAPITAL LLC
CIK 0002107832 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$158.6M
2026 Q2
Positions
19
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
COHR
COHERENT CORP
18.1%
GHM
GRAHAM CORP
14.1%
MRCY
MERCURY SYS INC
7.9%
GXO
GXO LOGISTICS INCORPORATED
6.6%
QXO
QXO INC
5.5%
CDRE
CADRE HLDGS INC
4.6%
SUNB
SUNBELT RENTALS HOLDINGS INC
4.3%
NPO
ENPRO INC
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.