John Overdeck’s Argan AGX Stock Holding History

John Overdeck’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	$3.03M	Buy	+3,800	New	+$2.53M	﹤0.01%	2613

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

John Overdeck's AGX Position: Q2 2026 in Review

John Overdeck reduced its Argan (AGX) stake by 70% in Q2 2026, selling an estimated $11.2M and leaving 7,360 shares worth $5.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

John Overdeck first reported a position in AGX in Q2 2013 and has held it in 39 quarters since. The position peaked at $30.8M in Q2 2025. 561 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

John Overdeck held 7,360 shares of Argan worth $5.88M as of Q2 2026.
John Overdeck sold 16,841 Argan shares in Q2 2026, an estimated $11.2M.
Argan made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1985 holding.
John Overdeck first reported a position in Argan in Q2 2013 and has held it in 39 quarters since.
John Overdeck's Argan position peaked at $30.8M in Q2 2025.
561 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.