ValuationViz

AGX fund manager activity

Argan, Inc · NYSE. Reported by 9 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Philippe Laffont - Coatue ManagementNew36,101$28,828,4540.06%Aug 14, 2026
Joel Greenblatt - Gotham Asset ManagementAdded1,691$1,350,3480.00%Aug 14, 2026
Stephen Mandel - Lone Pine CapitalTrimmed368,673$294,403,8241.80%Aug 14, 2026
Lee Ainslie - Maverick CapitalSold out——0.00%Aug 14, 2026
Polen Capital ManagementTrimmed10,214$8,156,3900.07%Aug 4, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Stanley Druckenmiller - Duquesne Family OfficeSold out——0.00%May 15, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed1,364$742,9030.00%May 15, 2026
Stephen Mandel - Lone Pine CapitalNew393,134$214,120,4331.71%May 15, 2026
Lee Ainslie - Maverick CapitalAdded464,759$253,130,9892.94%May 15, 2026
Polen Capital ManagementTrimmed17,981$9,793,3520.07%May 14, 2026

Older quarters