Loading…
CIK 0002107832 • 3 13F filings • Feb 13, 2026 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("agman-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR LEASE CORP CLASS A | COM | $4.6M | 3.9% | 70,631 SH | New |
| AVANTOR INC | COM | $3.9M | 3.3%Prev: 2.6% | 341,605 SH | Decreased-73,293 SH |
| CADRE HLDGS INC | COM | $7.4M | 6.3%Prev: 4.6% | 180,305 SH | Increased-77,104 SH |
| CF INDS HLDGS INC | COM | $4.6M | 3.9%Prev: 3.9% | 59,853 SH | Decreased+2,588 SH |
| COHERENT CORP | COM | $20.2M | 17.2%Prev: 18.1% | 109,318 SH | Decreased+36,488 SH |
| DISTRIBUTION SOLUTIONS G | COM | $5.0M | 4.2%Prev: 3.7% | 180,872 SH | Decreased-36,261 SH |
| ENPRO INC | COM | $5.8M | 5.0%Prev: 4.3% | 27,315 SH | Decreased+9,150 SH |
| GRAHAM CORP | COM | $14.1M | 12.0%Prev: 14.1% | 219,194 SH | Decreased+38,159 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $10.6M | 9.0%Prev: 6.6% | 201,594 SH | Increased-4,632 SH |
| MERCURY SYS INC | COM | $9.0M | 7.6%Prev: 7.9% | 122,836 SH | Decreased+20,433 SH |
| PHILLIPS 66 | COM | $3.0M | 2.6%Prev: 2.0% | 23,402 SH | Decreased-160,232 SH |
| QXO INC | COM | $2.4M | 2.1%Prev: 5.5% | 125,311 SH | Decreased+82,877 SH |
| SMURFIT WESTROCK PLC F | SHS | $2.4M | 2.1%Prev: 1.8% | 63,137 SH | Decreased+1,111 SH |
| SPIRAX GROUP PLC ORDF | UFO | $3.6M | 3.1% | 39,222 SH | New |
| TYLER TECHNOLOGIES INC | COM | $2.7M | 2.3%Prev: 4.3% | 5,904 SH | Decreased-17,232 SH |
| ULTA BEAUTY INC | COM | $4.3M | 3.7%Prev: 1.4% | 7,121 SH | Increased+2,120 SH |
| WESTLAKE CORP | COM | $5.3M | 4.5%Prev: 3.3% | 72,283 SH | Increased+818 SH |
| WESTROCK COFFEE CO | COM | $3.0M | 2.6%Prev: 4.3% | 738,847 SH | Decreased-99,999 SH |
| XPO INC | COM | $5.7M | 4.8%Prev: 4.2% | 41,593 SH | Decreased+9,275 SH |
| 13F-HR |
| 0002107832-26-000002 |
| $125.6M |
| View |