Jag 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
$347K Sell
435
-508
-54% -$338K 0.03% 113
2026
Q1
$514K Buy
943
+13
+1% +$5.3K 0.06% 81
2025
Q4
$291K Buy
+930
New +$295K 0.03% 109

Other funds holding AGX

Jag Capital Management's AGX Position: Q2 2026 in Review

Jag Capital Management reduced its Argan (AGX) stake by 54% in Q2 2026, selling an estimated $338K and leaving 435 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #113.

Jag Capital Management first reported a position in AGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $514K in Q1 2026. 565 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Jag Capital Management held 435 shares of Argan worth $347K as of Q2 2026.
  • Jag Capital Management sold 508 Argan shares in Q2 2026, an estimated $338K.
  • Argan made up 0.03% of Jag Capital Management's portfolio in Q2 2026, its #113 holding.
  • Jag Capital Management first reported a position in Argan in Q4 2025 and has held it in 3 quarters since.
  • Jag Capital Management's Argan position peaked at $514K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.