Agman Capital LLC holds a focused book of 19 reported positions worth $158.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Adobe Inc and trimmed Coherent Corp. Their largest long position is Coherent Corp at 18% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Agman Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MFN Partners Management, LP | 2 / 19 | $2.4B |
| Catawba River Capital | 4 / 19 | $58.9M |
| Rodgers Brothers Inc. | 3 / 19 | $149.0M |
| Trinity Street Asset Management LLP | 2 / 19 | $275.9M |
| Seilern Investment Management Ltd | 2 / 19 | $87.5M |
| Orbis Allan Gray Ltd | 5 / 19 | $3.1B |
| Lagoda Investment Management, L.P. | 3 / 19 | $18.7M |
| Arnhold LLC | 4 / 19 | $142.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Agman Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coherent Corp COM | $28.7M | 72.8K | 18.1% | ▼−19% Reduced · −17K sh | |
| 2 | Graham Corp COM | $22.4M | 181.0K | 14.1% | ▼−10% Reduced · −21K sh | |
| 3 | Mercury Sys Inc COM | $12.5M | 102.4K | 7.9% | ▼−5.7% Reduced · −6K sh | |
| 4 | Gxo Logistics Incorporated COMMON STOCK | $10.5M | 206.2K | 6.6% | ▲+2.3% Added · +5K sh | |
| 5 | Qxo Inc COM | $8.8M | 42.4K | 5.5% | ▼−66% Reduced · −83K sh | |
| 6 | Cadre Hldgs Inc COM | $7.3M | 257.4K | 4.6% | ▲+20% Added · +44K sh | |
| 7 | Sunbelt Rentals Holdings Inc SHS | $6.9M | 91.6K | 4.3% | ▲+2.5% Added · +2K sh | |
| 8 | Enpro Inc COM | $6.8M | 18.2K | 4.3% | ▼−23% Reduced · −6K sh | |
| 9 | Westrock Coffee Co COM | $6.8M | 838.8K | 4.3% | —Held | |
| 10 | Tyler Technologies Inc COM | $6.8M | 23.1K | 4.3% | ▲+38% Added · +6K sh | |
| 11 | Xpo Inc COM | $6.6M | 32.3K | 4.2% | ▼−7.5% Reduced · −3K sh | |
| 12 | CF Inds Hldgs Inc COM | $6.2M | 57.3K | 3.9% | —Held | |
| 13 | Distribution Solutions G COM | $5.9M | 217.1K | 3.7% | —Held | |
| 14 | Westlake Corp COM | $5.2M | 71.5K | 3.3% | ▼−1.1% Reduced · −818 sh | |
| 15 | Adobe Inc COM | $4.7M | 23.0K | 3.0% | ▲New New position | |
| 16 | Avantor Inc COM | $4.1M | 414.9K | 2.6% | —Held | |
| 17 | Phillips 66 COM | $3.2M | 183.6K | 2.0% | ▲+832% Added · +164K sh | |
| 18 | Smurfit Westrock PLC F SHS | $2.9M | 62.0K | 1.8% | —Held | |
| 19 | Ulta Beauty Inc COM | $2.3M | 5.0K | 1.4% | ▲+13% Added · +586 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107832/holdings"
Use Arkolith to show AGMAN CAPITAL LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.