Q3 2026 13F · SEC CIK 2107832
Agman Capital LLC
Asset managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $142.2M
- Reported positions
- 19
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $140.2M
Agman Capital LLC is an asset manager that reported 19 positions worth $142.2M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Coherent Corp (COHR, 14.9%), Graham Corp (GHM, 11.0%), Sunbelt Rentals Holdings Inc (SUNB, 6.8%).
Agman Capital LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| COHRCoherent Corp | 14.9% | +1.2% | $21.2M |
| GHMGraham Corp | 11.0% | +0.0% | $15.6M |
| SUNBSunbelt Rentals Holdings Inc | 6.8% | +43.6% | $9.7M |
| GXOGxo Logistics Incorporated | 6.7% | +4.4% | $9.6M |
| CDRECadre Hldgs Inc | 6.2% | +35.5% | $8.7M |
| MRCYMercury Sys Inc | 5.9% | -1.6% | $8.4M |
| TYLTyler Technologies Inc | 5.5% | +6.3% | $7.8M |
| WESTWestrock Coffee Co | 4.7% | +0.0% | $6.7M |
| CFCf Industries Hold | 4.6% | +0.0% | $6.6M |
| AVTRAvantor Inc | 4.4% | +0.0% | $6.2M |
| XPOXpo Inc | 4.0% | +0.0% | $5.7M |
| NPOEnpro Inc | 3.9% | +0.0% | $5.6M |
| ADBEAdobe Inc | 3.9% | +0.0% | $5.5M |
| RRXRegal Rexnord Corporation | 3.9% | — | $5.5M |
| BLDRBuilders Firstsource Inc | 3.6% | — | $5.2M |
| WLKWestlake Corp | 3.3% | +6.6% | $4.7M |
| QXOQxo Inc | 2.8% | +699.3% | $4.0M |
| SWSmurfit Westrock PLC F | 1.9% | +0.0% | $2.7M |
| ULTAUlta Beauty Inc | 1.9% | +0.0% | $2.7M |
What Agman Capital LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- RRX Regal Rexnord Corporation3.9% of 13F
- BLDR Builders Firstsource Inc3.6% of 13F
Added to
- QXO Qxo Inc+699.3% shares
- SUNB Sunbelt Rentals Holdings Inc+43.6% shares
- CDRE Cadre Hldgs Inc+35.5% shares
- WLK Westlake Corp+6.6% shares
- TYL Tyler Technologies Inc+6.3% shares
Reduced
No position shrank by more than 5%.
Sold out
- LAWS Distribution Solutions Grp Iwas 3.7%
- PSX Phillips 66was 2.0%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $142.2M | 19 |
| Q2 2026 | $158.6M | 19 |
| Q1 2026 | $125.6M | 18 |
| Q4 2025 | $117.6M | 19 |
Questions about Agman Capital LLC's portfolio
What stocks does Agman Capital LLC own?
Agman Capital LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 19 positions worth $142.2M. The largest are Coherent Corp (COHR) at 14.9%, Graham Corp (GHM) at 11.0%, Sunbelt Rentals Holdings Inc (SUNB) at 6.8%, Gxo Logistics Incorporated (GXO) at 6.7% and Cadre Hldgs Inc (CDRE) at 6.2%.
What did Agman Capital LLC buy last quarter?
In Q3 2026, Agman Capital LLC added a new position in Regal Rexnord Corporation (RRX), a new position in Builders Firstsource Inc (BLDR), Qxo Inc (QXO) (+699.3% shares), Sunbelt Rentals Holdings Inc (SUNB) (+43.6% shares) and Cadre Hldgs Inc (CDRE) (+35.5% shares), compared with its Q2 2026 filing.
What did Agman Capital LLC sell last quarter?
In Q3 2026, Agman Capital LLC sold all of Distribution Solutions Grp I (LAWS) and sold all of Phillips 66 (PSX), compared with its Q2 2026 filing.
When is Agman Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Agman Capital LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Agman Capital LLC manage?
Agman Capital LLC reported $140.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $142.2M.