Position
Fidelity in Argan Inc
Back to the book · All holders of AGX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $2.58M$544.63 → $798.55
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 72.7K | $22.8M | — | — | — | 0.0% |
| Q1 2026 | 10.2K | $5.54M | $544.63 | $2.35M | −$19.6M | 0.0% |
| Q2 2026 | 111.9K | $89.4M | $798.55 | $2.58M | $81.2M | 0.0% |