account_balance
Investment manager · 13F filer · SEC CIK 2107832
Agman Capital LLC
Reported value$142Mas of Sep 30, 2026
Positions19 2 new, 2 sold out
Top 10 weight70.8%COHR alone is 15%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
COHRCoherent Corp.
14.9%
GHMGraham Corp
11.0%
SUNBSunbelt Rentals Holdings, Inc.
6.8%Added +44%
GXOGXO Logistics, Inc.
6.7%Added +4%
CDRECadre Holdings, Inc.
6.2%Added +35%
MRCYMercury Systems Inc
5.9%
TYLTyler Technologies Inc
5.5%Added +6%
WESTWestrock Coffee Co
4.7%
CFCF Industries Holdings, Inc.
4.6%
AVTRAvantor, Inc.
4.4%
XPOXPO, Inc.
4.0%
NPOEnpro Inc.
3.9%
COHRCoherent Corp.
14.9%
GHMGraham Corp
11.0%
SUNBSunbelt Rentals Holdings, Inc.
6.8%+44%
GXOGXO Logistics, Inc.
6.7%+4%
CDRECadre Holdings, Inc.
6.2%+35%
MRCYMercury Systems Inc
5.9%
TYLTyler Technologies Inc
5.5%
WESTWestrock Coffee Co
4.7%
CFCF Industries Holdings, Inc.
4.6%
AVTR4.4%XPO4.0%NPO3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
COHR Coherent Corp. 14.9% HeldGHM Graham Corp 11.0% HeldSUNB Sunbelt Rentals Holdings, Inc. 6.8% Added +44%GXO GXO Logistics, Inc. 6.7% Added +4%CDRE Cadre Holdings, Inc. 6.2% Added +35%MRCY Mercury Systems Inc 5.9% HeldTYL Tyler Technologies Inc 5.5% Added +6%WEST Westrock Coffee Co 4.7% HeldCF CF Industries Holdings, Inc. 4.6% HeldAVTR Avantor, Inc. 4.4% HeldXPO XPO, Inc. 4.0% HeldNPO Enpro Inc. 3.9% Held
What changed
Biggest moves since Jun 30, 2026
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