AGMAN CAPITAL LLC — 13F holdings

AGMAN CAPITAL LLC reported 19 holdings worth $159M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. COHR COHERENT CORP — $28.7M (18.1%)
2. GHM GRAHAM CORP — $22.4M (14.1%)
3. MRCY MERCURY SYS INC — $12.5M (7.9%)
4. GXO GXO LOGISTICS INCORPORATED — $10.5M (6.6%)
5. QXO QXO INC — $8.80M (5.5%)
6. CDRE CADRE HLDGS INC — $7.34M (4.6%)
7. SUNB SUNBELT RENTALS HOLDINGS INC — $6.86M (4.3%)
8. NPO Enpro Inc — $6.85M (4.3%)
9. WEST WESTROCK COFFEE CO — $6.80M (4.3%)
10. TYL TYLER TECHNOLOGIES INC — $6.77M (4.3%)