13F HOLDINGS REPORT
AGMAN CAPITAL LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002107832-26-000001
Total Value
$117.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COHERENT CORP | COHR | 109,318 | $20.2M | 17.16% |
| 2 | GRAHAM CORP | GHM | 219,194 | $14.1M | 11.97% |
| 3 | GXO LOGISTICS INCORPORATED | GXO | 201,594 | $10.6M | 9.03% |
| 4 | MERCURY SYS INC | MRCY | 122,836 | $9.0M | 7.63% |
| 5 | CADRE HLDGS INC | CDRE | 180,305 | $7.4M | 6.26% |
| 6 | ENPRO INC | NPO | 27,315 | $5.8M | 4.97% |
| 7 | XPO INC | XPO | 41,593 | $5.7M | 4.81% |
| 8 | WESTLAKE CORP | WLK | 72,283 | $5.3M | 4.55% |
| 9 | DISTRIBUTION SOLUTIONS G | 520776105 | 180,872 | $5.0M | 4.21% |
| 10 | CF INDS HLDGS INC | 125269100 | 59,853 | $4.6M | 3.94% |
| 11 | AIR LEASE CORP CLASS A | AIIR | 70,631 | $4.6M | 3.87% |
| 12 | ULTA BEAUTY INC | ULTA | 7,121 | $4.3M | 3.66% |
| 13 | AVANTOR INC | AVTR | 341,605 | $3.9M | 3.33% |
| 14 | SPIRAX GROUP PLC ORDF | G83561129 | 39,222 | $3.6M | 3.07% |
| 15 | PHILLIPS 66 | PSX | 23,402 | $3.0M | 2.57% |
| 16 | WESTROCK COFFEE CO | WEST | 738,847 | $3.0M | 2.56% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 5,904 | $2.7M | 2.28% |
| 18 | SMURFIT WESTROCK PLC F | SW | 63,137 | $2.4M | 2.08% |
| 19 | QXO INC | QXO-PB | 125,311 | $2.4M | 2.06% |