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Thames Capital Management’s Argan AGX Stock Holding History

Thames Capital 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 		$15.6M Sell
19,514
-16,944
-46% -$11.3M 1.28% 34
2026
Q1 		$19.9M Sell
36,458
-15,336
-30% -$6.25M 3.56% 6
2025
Q4 		$16.2M Buy
51,794
+10,411
+25% +$3.3M 2.36% 19
2025
Q3 		$11.2M Buy
+41,383
New +$9.48M 1.59% 29
2025
Q1 		– Sell
-117,384
Closed -$16.1M – 30
2024
Q4 		$16.1M Buy
117,384
+87,038
+287% +$12M 4.36% 8
2024
Q3 		$3.08M Buy
+30,346
New +$2.4M 0.96% 28

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

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

Thames Capital Management reduced its Argan (AGX) stake by 46% in Q2 2026, selling an estimated $11.3M and leaving 19,514 shares worth $15.6M. The position accounts for 1.28% of the portfolio, ranked #34.

Thames Capital Management first reported a position in AGX in Q3 2024 and has held it in 6 quarters since. The position peaked at $19.9M in Q1 2026. 563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Thames Capital Management held 19,514 shares of Argan worth $15.6M as of Q2 2026.
  • Thames Capital Management sold 16,944 Argan shares in Q2 2026, an estimated $11.3M.
  • Argan made up 1.28% of Thames Capital Management's portfolio in Q2 2026, its #34 holding.
  • Thames Capital Management first reported a position in Argan in Q3 2024 and has held it in 6 quarters since.
  • Thames Capital Management's Argan position peaked at $19.9M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.