Agman Capital’s Graham Corp GHM Stock Holding History

Agman Capital’s Portfolio GHM Stock Details GHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.9M	Sell	201,839 -17,355	-8%	-$1.36M	12.68%	2
2025 Q4	$14.1M	Buy	+219,194	New	+$13.2M	11.97%	2

Other funds holding GHM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Agman Capital's GHM Position: Q1 2026 in Review

Agman Capital reduced its Graham Corp (GHM) stake by 7.9% in Q1 2026, selling an estimated $1.36M and leaving 201,839 shares worth $15.9M. The position accounts for 12.68% of the portfolio, ranked #2.

Agman Capital first reported a position in GHM in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

Agman Capital held 201,839 shares of Graham Corp worth $15.9M as of Q1 2026.
Agman Capital sold 17,355 Graham Corp shares in Q1 2026, an estimated $1.36M.
Graham Corp made up 12.68% of Agman Capital's portfolio in Q1 2026, its #2 holding.
Agman Capital first reported a position in Graham Corp in Q4 2025 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on Agman Capital's 13F filing for Q1 2026, filed 29 Apr 2026.