JY
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Jeff Yass’s Argan AGX Stock Holding History

Jeff Yass’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145M Sell
181,400
-16,500
-8% -$11M 0.01% 750
2026
Q1 		$108M Buy
197,900
+100,200
+103% +$40.9M 0.01% 783
2025
Q4 		$30.6M Sell
97,700
-34,900
-26% -$11.1M ﹤0.01% 1802
2025
Q3 		$35.8M Buy
132,600
+35,100
+36% +$8.04M ﹤0.01% 1627
2025
Q2 		$21.5M Sell
97,500
-110,300
-53% -$19.9M ﹤0.01% 1926
2025
Q1 		$27.3M Buy
207,800
+124,300
+149% +$17.3M ﹤0.01% 1464
2024
Q4 		$11.4M Buy
83,500
+67,800
+432% +$9.31M ﹤0.01% 2497
2024
Q3 		$1.59M Buy
15,700
+4,100
+35% +$324K ﹤0.01% 5763
2024
Q2 		$849K Buy
11,600
+4,300
+59% +$282K ﹤0.01% 6975
2024
Q1 		$369K Sell
7,300
-30,000
-80% -$1.41M ﹤0.01% 9225
2023
Q4 		$1.75M Buy
+37,300
New +$1.7M ﹤0.01% 5659
2021
Q2 		– Sell
-4,800
Closed -$256K – 12484
2021
Q1 		$256K Buy
+4,800
New +$231K ﹤0.01% 10938
2020
Q3 		– Sell
-8,200
Closed -$389K – 10479
2020
Q2 		$389K Sell
8,200
-6,200
-43% -$237K ﹤0.01% 7873
2020
Q1 		$498K Buy
14,400
+2,100
+17% +$87.1K ﹤0.01% 6940
2019
Q4 		$494K Buy
12,300
+6,300
+105% +$242K ﹤0.01% 7009
2019
Q3 		$236K Sell
6,000
-11,300
-65% -$456K ﹤0.01% 8773
2019
Q2 		$702K Sell
17,300
-19,700
-53% -$923K ﹤0.01% 6503
2019
Q1 		$1.85M Buy
37,000
+16,500
+80% +$743K ﹤0.01% 3875
2018
Q4 		$776K Sell
20,500
-11,400
-36% -$482K ﹤0.01% 5172
2018
Q3 		$1.37M Sell
31,900
-24,800
-44% -$1M ﹤0.01% 4653
2018
Q2 		$2.32M Sell
56,700
-13,800
-20% -$538K ﹤0.01% 3763
2018
Q1 		$3.03M Buy
70,500
+20,500
+41% +$863K ﹤0.01% 3241
2017
Q4 		$2.25M Buy
50,000
+45,000
+900% +$2.68M ﹤0.01% 3703
2017
Q3 		$336K Sell
5,000
-6,000
-55% -$377K ﹤0.01% 7211
2017
Q2 		$660K Buy
11,000
+3,000
+38% +$194K ﹤0.01% 6101
2017
Q1 		$529K Buy
8,000
+3,400
+74% +$238K ﹤0.01% 6370
2016
Q4 		$325K Buy
+4,600
New +$287K ﹤0.01% 7819

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Jeff Yass's AGX Position: Q2 2026 in Review

Jeff Yass reduced its Argan (AGX) stake by 55% in Q2 2026, selling an estimated $11.1M and leaving 13,793 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Jeff Yass first reported a position in AGX in Q2 2014 and has held it in 44 quarters since. The position peaked at $25.1M in Q4 2025. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Jeff Yass held 13,793 shares of Argan worth $11M as of Q2 2026.
  • Jeff Yass sold 16,694 Argan shares in Q2 2026, an estimated $11.1M.
  • Argan made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3247 holding.
  • Jeff Yass first reported a position in Argan in Q2 2014 and has held it in 44 quarters since.
  • Jeff Yass's Argan position peaked at $25.1M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.