Investor
AGMAN CAPITAL LLC
CIK 0002107832 · filed 2026-04-29 · SEC filing
13F book
$125.6M
Positions
18
1 new · 2 sold
Largest name
17.1%
Coherent Corp. · COHR
Est. mark
$13.6M
Price effect on 17 names still held. Flow −$5.58M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Coherent Corp. | COHR | 90K | $21.4M | 17.1% | $4.83M | Cut$1.26M |
| Graham Corp | GHM | 201.8K | $15.9M | 12.7% | $2.97M | Cut$1.85M |
| GXO Logistics, Inc. | GXO | 201.6K | $10.5M | 8.3% | −$159.3K | Held |
| Westlake Corp | WLK | 72.3K | $8.44M | 6.7% | $3.1M | Held |
| Mercury Sys Inc | — | 108.6K | $7.92M | 6.3% | −$10.9K | Cut−$1.05M |
| Cf Inds Hldgs Inc | — | 57.3K | $7.44M | 5.9% | $3.01M | Cut$2.81M |
| XPO, Inc. | XPO | 35K | $6.8M | 5.4% | $2.05M | Cut$1.15M |
| Cadre Hldgs Inc | — | 213.7K | $6.56M | 5.2% | −$1.83M | Added−$806.5K |
| Enpro Inc. | NPO | 23.7K | $5.95M | 4.7% | $867K | Cut$101.7K |
| Tyler Technologies Inc | TYL | 16.8K | $5.75M | 4.6% | −$658.7K | Added$3.07M |
| Distribution Solutions Grp I | — | 217.1K | $5.7M | 4.5% | −$208K | Added$743.5K |
| Sunbelt Rentals Holdings, Inc. | SUNB | 89.4K | $5.61M | 4.5% | — | New |
| Phillips 66 | PSX | 19.7K | $3.59M | 2.9% | $1.05M | Cut$569.5K |
| Westrock Coffee Co | WEST | 838.8K | $3.57M | 2.8% | $133K | Added$558K |
| Avantor, Inc. | AVTR | 414.9K | $3.25M | 2.6% | −$1.24M | Added−$662K |
| Smurfit Westrock Plc | SW | 62K | $2.47M | 2.0% | $73.2K | Cut$30.2K |
| Qxo Inc | — | 125.3K | $2.43M | 1.9% | $16.3K | Held |
| Ulta Beauty, Inc. | ULTA | 4.42K | $2.31M | 1.8% | −$363.4K | Cut−$2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.