AGMAN CAPITAL LLC

OMAHA, NE · CIK 2107832 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2025 · limited liability company

$158.6m reported value +26.3% vs Q1 2026

19positions

74.1%in top 10

1 new 6 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COHERENT CORP COM COHR	COHR	72,830	$28.7m18.11%	18.11%	Reduced -17.2k	-17,168 -19.1%
2	GRAHAM CORP COM GHM	GHM	181,035	$22.4m14.13%	14.13%	Reduced -20.8k	-20,804 -10.3%
3	MERCURY SYS INC COM MRCY	MRCY	102,403	$12.5m7.90%	7.90%	Reduced -6.2k	-6,229 -5.7%
4	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	206,226	$10.5m6.59%	6.59%	Added +4.6k	+4,632 2.3%
5	QXO INC COM NEW QXO	QXO	42,434	$8.8m5.55%	5.55%	Reduced -82.9k	-82,877 -66.1%
6	CADRE HLDGS INC COM CDRE	CDRE	257,409	$7.3m4.63%	4.63%	Added +43.7k	+43,681 20.4%
7	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	91,643	$6.9m4.32%	4.32%	Added +2.3k	+2,273 2.5%
8	ENPRO INC COM NPO	NPO	18,165	$6.8m4.32%	4.32%	Reduced -5.6k	-5,576 -23.5%
9	WESTROCK COFFEE CO COM WEST	WEST	838,846	$6.8m4.29%	4.29%	Unchanged
10	TYLER TECHNOLOGIES INC COM TYL	TYL	23,136	$6.8m4.27%	4.27%	Added +6.3k	+6,344 37.8%
11	XPO INC COM XPO	XPO	32,318	$6.6m4.18%	4.18%	Reduced -2.6k	-2,642 -7.6%
12	CF INDS HLDGS INC COM CF	CF	57,265	$6.2m3.91%	3.91%	Unchanged
13	DISTRIBUTION SOLUTIONS GRP I COM DSGR	DSGR	217,133	$5.9m3.74%	3.74%	Unchanged
14	WESTLAKE CORPORATION COM WLK	WLK	71,465	$5.2m3.29%	3.29%	Reduced -818	-818 -1.1%
15	ADOBE INC COM ADBE	ADBE	22,951	$4.7m2.97%	2.97%	New
16	AVANTOR INC COM AVTR	AVTR	414,898	$4.1m2.59%	2.59%	Unchanged
17	PHILLIPS 66 COM PSX	PSX	183,634	$3.2m2.00%	2.00%	Added +163.9k	+163,932 832.1%
18	SMURFIT WESTROCK PLC SHS SW	SW	62,026	$2.9m1.81%	1.81%	Unchanged
19	ULTA BEAUTY INC COM ULTA	ULTA	5,001	$2.3m1.42%	1.42%	Added +586	+586 13.3%