Picton Mahoney Asset Management’s Argan AGX Stock Holding History

Picton Mahoney Asset Management’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	$9.58K	Sell	12 -1	-8%	-$665	﹤0.01%	1103
2026 Q1	$7.08K	Hold	13	–	–	﹤0.01%	1002
2025 Q4	$4.07K	Hold	13	–	–	﹤0.01%	951
2025 Q3	$4K	Sell	13 -6,246	-100%	-$1.43M	﹤0.01%	792
2025 Q2	$1.38M	Buy	6,259 +6,246	+48,046%	+$1.13M	0.01%	373
2025 Q1	$2K	Sell	13 -3,865	-100%	-$539K	﹤0.01%	677
2024 Q4	$531K	Sell	3,878 -59	-1%	-$8.11K	0.01%	286
2024 Q3	$398K	Buy	+3,937	New	+$311K	0.01%	251

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

Picton Mahoney Asset Management's AGX Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Argan (AGX) stake by 7.7% in Q2 2026, selling an estimated $665 and leaving 12 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Picton Mahoney Asset Management first reported a position in AGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2025. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

Picton Mahoney Asset Management held 12 shares of Argan worth $9.58K as of Q2 2026.
Picton Mahoney Asset Management sold 1 Argan share in Q2 2026, an estimated $665.
Argan made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #1103 holding.
Picton Mahoney Asset Management first reported a position in Argan in Q3 2024 and has held it in 8 quarters since.
Picton Mahoney Asset Management's Argan position peaked at $1.38M in Q2 2025.
562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.