Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| COHRCoherent Corp | $28.7M | 18.1% | −19.1% |
| GHMGraham Corp | $22.4M | 14.1% | −10.3% |
| MRCYMercury Sys Inc | $12.5M | 7.9% | −5.7% |
| GXOGxo Logistics Incorporated | $10.5M | 6.6% | +2.3% |
| QXOQxo Inc | $8.8M | 5.5% | −66.1% |
| CDRECadre Hldgs Inc | $7.3M | 4.6% | +20.4% |
| SUNBSunbelt Rentals Holdings Inc | $6.9M | 4.3% | +2.5% |
| NPOEnpro Inc | $6.8M | 4.3% | −23.5% |
| WESTWestrock Coffee Co | $6.8M | 4.3% | |
| TYLTyler Technologies Inc | $6.8M | 4.3% | +37.8% |
| XPOXpo Inc | $6.6M | 4.2% | −7.6% |
| CFCf Inds Hldgs Inc | $6.2M | 3.9% | |
| DSGRDistribution Solutions G | $5.9M | 3.7% | |
| WLKWestlake Corp | $5.2M | 3.3% | −1.1% |
| ADBEAdobe Inc | $4.7M | 3.0% | New |
| AVTRAvantor Inc | $4.1M | 2.6% | |
| PSXPhillips 66 | $3.2M | 2.0% | +832.1% |
| Smurfit Westrock PLC FCUSIP G8267P108 | $2.9M | 1.8% | |
| ULTAUlta Beauty Inc | $2.3M | 1.4% | +13.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COHRCoherent Corp | December 31, 2025 | +113.7% | $28.7M |
| WESTWestrock Coffee Co | December 31, 2025 | +99.3% | $6.8M |
| GHMGraham Corp | December 31, 2025 | +92.7% | $22.4M |
| NPOEnpro Inc | December 31, 2025 | +76.0% | $6.8M |
| MRCYMercury Sys Inc | December 31, 2025 | +67.6% | $12.5M |
| XPOXpo Inc | December 31, 2025 | +51.0% | $6.6M |
| CFCf Inds Hldgs Inc | December 31, 2025 | +40.0% | $6.2M |
| PSXPhillips 66 | December 31, 2025 | +31.0% | $3.2M |
| Smurfit Westrock PLC FCUSIP G8267P108 | December 31, 2025 | +19.6% | $2.9M |
| SUNBSunbelt Rentals Holdings Inc | March 31, 2026 | +14.9% | $6.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.4% | +14.8% |
| March 31, 2026 | +13.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Agman Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107832&type=13F-HR&dateb=&owner=include&count=40CIK 2107832
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107832/000210783226000003/Filed July 27, 2026 · accession 0002107832-26-000003