Valiant Capital Management’s Argan AGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$85.9M	Sell	389,615 -31,500	-7%	-$6.95M	4.7%	3
2025 Q1	$55.2M	Buy	421,115 +65,559	+18%	+$8.6M	4.04%	3
2024 Q4	$48.7M	Buy	355,556 +265,556	+295%	+$36.4M	3.09%	3
2024 Q3	$9.13M	Buy	+90,000	New	+$9.13M	0.5%	21