Forest Avenue Capital Management’s Argan AGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-74,456
Closed -$40.6M – 25
2026
Q1
$40.6M Sell
74,456
-110,933
-60% -$45.2M 2.41% 15
2025
Q4
$58.1M Buy
185,389
+37,060
+25% +$11.8M 3.83% 11
2025
Q3
$40.1M Buy
+148,329
New +$34M 2.95% 12

Other funds holding AGX

Forest Avenue Capital Management's AGX Position: Q2 2026 in Review

Forest Avenue Capital Management sold out of Argan (AGX) in Q2 2026, closing a stake of 74,456 shares — an estimated $40.6M sold.

Forest Avenue Capital Management first reported a position in AGX in Q3 2025 and held it in 3 quarters. The position peaked at $58.1M in Q4 2025. 566 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Forest Avenue Capital Management reported no remaining Argan position as of Q2 2026 after selling out during the quarter.
  • Forest Avenue Capital Management sold 74,456 Argan shares in Q2 2026, an estimated $40.6M.
  • Forest Avenue Capital Management first reported a position in Argan in Q3 2025 and held it in 3 quarters.
  • Forest Avenue Capital Management's Argan position peaked at $58.1M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.