Which hedge funds own AGX? ARGAN INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in AGX (ARGAN INC) in their Q2 2026 13F filings, worth $1.5bn in total. The largest holder by portfolio weight is AltraVue Capital, LLC at 5.2% of its book. 16 opened a new position this quarter: SurgoCap Partners LP, Avala Global LP, West Tower Group, LLC, Delta Global Management LP. 22 exited: Maverick Capital Ltd, Keystone Investors Pte Ltd, Forest Avenue Capital Management LP.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $308m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $471m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.5bn
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Maverick Capital Ltd | 2.9% | $253m |
| Keystone Investors Pte Ltd | 2.6% | $28.6m |
| Forest Avenue Capital Management LP | 2.6% | $40.6m |
| Valiant Capital Management, L.P. | 2.5% | $32.3m |
| Kinetic Partners Management, LP | 1.9% | $33.8m |
| Hel Ved Capital Management Ltd | 1.7% | $9.9m |
| Aperture Investors, LLC | 1.6% | $12.6m |
| CTC Alternative Strategies, Ltd. | 0.7% | $301k |
| HighVista Strategies LLC | 0.3% | $1.0m |
| Trexquant Investment LP | 0.2% | $31.3m |
| Oxford Asset Management LLP | 0.2% | $393k |
| Gsa Capital Partners LLP | 0.09% | $1.5m |
| Entropy Technologies, LP | 0.08% | $1.7m |
| Capital Fund Management S.A. | 0.08% | $8.8m |
| Bayforest Capital Ltd | 0.06% | $56.6k |
| ExodusPoint Capital Management, LP | 0.04% | $4.5m |
| Alyeska Investment Group, L.P. | 0.02% | $8.5m |
| Brevan Howard Capital Management LP | 0.0% | $294k |
| Schonfeld Strategic Advisors LLC | 0.0% | $327k |
| Qube Research & Technologies Ltd | 0.0% | $1.3m |
| Balyasny Asset Management L.P. | 0.0% | $441k |
| Quarry LP | 0.0% | $3.8k |
Ownership over time
Who discovered AGX first? Beta
The run: Q1 2025 → Q2 2026, +509%
| Goodlander Investment Management, LLC high conviction | Q1 2025 | 15.7% | +13.1 pts |
| Valiant Capital Management, L.P. high conviction | Q3 2024 | 6.0% | +9.3 pts |
| Arosa Capital Management LP | Q1 2025 | 4.2% | +3.0 pts |
| Value Aligned Research Advisors, LLC | Q2 2025 | – | +0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.