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Lisanti Capital Growth’s Argan AGX Stock Holding History

Lisanti Capital Growth’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 		$4.8M Sell
6,005
-4,400
-42% -$2.93M 1.05% 43
2026
Q1 		$5.67M Buy
+10,405
New +$4.24M 1.43% 24

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

Lisanti Capital Growth's AGX Position: Q2 2026 in Review

Lisanti Capital Growth reduced its Argan (AGX) stake by 42% in Q2 2026, selling an estimated $2.93M and leaving 6,005 shares worth $4.8M. The position accounts for 1.05% of the portfolio, ranked #43.

Lisanti Capital Growth first reported a position in AGX in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.67M in Q1 2026. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Lisanti Capital Growth held 6,005 shares of Argan worth $4.8M as of Q2 2026.
  • Lisanti Capital Growth sold 4,400 Argan shares in Q2 2026, an estimated $2.93M.
  • Argan made up 1.05% of Lisanti Capital Growth's portfolio in Q2 2026, its #43 holding.
  • Lisanti Capital Growth first reported a position in Argan in Q1 2026 and has held it in 2 quarters since.
  • Lisanti Capital Growth's Argan position peaked at $5.67M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.