AGMAN CAPITAL LLC
CIK: 2107832
Holdings (19)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 29, 2026
- COHR
COHERENT CORP
$21.21M
73,683 sh14.91%+1.2% - GHM
GRAHAM CORP
$15.63M
181,035 sh10.99%+0.0% - SUNB
SUNBELT RENTALS HOLDINGS INC
$9.67M
131,581 sh6.80%+43.6% - GXO
GXO LOGISTICS INCORPORATED
$9.57M
215,242 sh6.73%+4.4% - CDRE
CADRE HLDGS INC
$8.75M
348,711 sh6.15%+35.5% - MRCY
MERCURY SYS INC
$8.37M
100,803 sh5.88%-1.6% - TYL
TYLER TECHNOLOGIES INC
$7.83M
24,588 sh5.51%+6.3% - WEST
WESTROCK COFFEE CO
$6.74M
838,846 sh4.74%+0.0% - CF
CF INDS HLDGS INC
$6.6M
57,265 sh4.64%+0.0% - AVTR
AVANTOR INC
$6.24M
414,898 sh4.39%+0.0% - XPO
XPO INC
$5.69M
32,318 sh4.00%+0.0% - NPO
ENPRO INC
$5.56M
18,165 sh3.91%+0.0% - ADBE
ADOBE INC
$5.51M
22,951 sh3.87%+0.0% - RRX
REGAL REXNORD CORPORATION
$5.48M
35,268 sh3.86%New - BLDR
BUILDERS FIRSTSOURCE INC
$5.17M
90,714 sh3.64%New - WLK
WESTLAKE CORP
$4.75M
76,185 sh3.34%+6.6% - QXO
QXO INC
$3.97M
339,190 sh2.79%+699.3% - SW
SMURFIT WESTROCK PLC F
$2.74M
62,026 sh1.92%+0.0% - ULTA
ULTA BEAUTY INC
$2.73M
5,001 sh1.92%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 COHR COHERENT CORP | 73,683 | $21.21M | +1.2% | 14.91% | Q3 2026 |
 GHM GRAHAM CORP | 181,035 | $15.63M | +0.0% | 10.99% | Q3 2026 |
 SUNB SUNBELT RENTALS HOLDINGS INC | 131,581 | $9.67M | +43.6% | 6.80% | Q3 2026 |
 GXO GXO LOGISTICS INCORPORATED | 215,242 | $9.57M | +4.4% | 6.73% | Q3 2026 |
 CDRE CADRE HLDGS INC | 348,711 | $8.75M | +35.5% | 6.15% | Q3 2026 |
 MRCY MERCURY SYS INC | 100,803 | $8.37M | -1.6% | 5.88% | Q3 2026 |
 TYL TYLER TECHNOLOGIES INC | 24,588 | $7.83M | +6.3% | 5.51% | Q3 2026 |
 WEST WESTROCK COFFEE CO | 838,846 | $6.74M | +0.0% | 4.74% | Q3 2026 |
 CF CF INDS HLDGS INC | 57,265 | $6.6M | +0.0% | 4.64% | Q3 2026 |
 AVTR AVANTOR INC | 414,898 | $6.24M | +0.0% | 4.39% | Q3 2026 |
 XPO XPO INC | 32,318 | $5.69M | +0.0% | 4.00% | Q3 2026 |
 NPO ENPRO INC | 18,165 | $5.56M | +0.0% | 3.91% | Q3 2026 |
 ADBE ADOBE INC | 22,951 | $5.51M | +0.0% | 3.87% | Q3 2026 |
 RRX REGAL REXNORD CORPORATION | 35,268 | $5.48M | New | 3.86% | Q3 2026 |
 BLDR BUILDERS FIRSTSOURCE INC | 90,714 | $5.17M | New | 3.64% | Q3 2026 |
 WLK WESTLAKE CORP | 76,185 | $4.75M | +6.6% | 3.34% | Q3 2026 |
 QXO QXO INC | 339,190 | $3.97M | +699.3% | 2.79% | Q3 2026 |
 SW SMURFIT WESTROCK PLC F | 62,026 | $2.74M | +0.0% | 1.92% | Q3 2026 |
 ULTA ULTA BEAUTY INC | 5,001 | $2.73M | +0.0% | 1.92% | Q3 2026 |
1-19 of 19 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About AGMAN CAPITAL LLC
AGMAN CAPITAL LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2107832). Signal8 holds 4 13F filings from it. Its SEC filings list Nebraska as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 29, 2026. That report lists 19 securities, not counting options, the same number as in Q2 2026.
Its five largest reported positions, in order, are COHERENT CORP (COHR), GRAHAM CORP (GHM), SUNBELT RENTALS HOLDINGS INC (SUNB), GXO LOGISTICS INCORPORATED (GXO) and CADRE HLDGS INC (CDRE). The next five are MERCURY SYS INC (MRCY), TYLER TECHNOLOGIES INC (TYL), WESTROCK COFFEE CO (WEST), CF INDS HLDGS INC (CF) and AVANTOR INC (AVTR).
Recent 13F filings by AGMAN CAPITAL LLC
- Q3 2026: 13F-HR filed Oct 29, 2026, listing 19 securities.
- Q2 2026: 13F-HR filed Jul 27, 2026, listing 19 securities.
- Q1 2026: 13F-HR filed Apr 29, 2026, listing 18 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 19 securities.