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AGMAN CAPITAL LLC

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13F filer, CIK 2107832, OMAHA, NE

AGMAN CAPITAL LLC reported $158,636,290 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 74.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107832-26-000003

Period
2026-06-30
Reported value
$159M
Holdings
19
Top 10 weight
74.09%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADBEnew+22,951$4.71M
PSXadded+163,932$2.83M
TYLadded+6,344$1.86M
CDREadded+43,681$1.25M
ULTAadded+586$264K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QXOreduced-82,877-$17.2M
COHRreduced-17,168-$6.77M
GHMreduced-20,804-$2.58M
NPOreduced-5,576-$2.1M
MRCYreduced-6,229-$762K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002107832-26-000003, largest first. % of portfolio is the value over $158,636,290, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 109,318 shares; 2026Q1: 89,998 shares; 2026Q2: 72,830 shares 72,830$28.7M18.11%-17,168Timeline
GHMGRAHAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 219,194 shares; 2026Q1: 201,839 shares; 2026Q2: 181,035 shares 181,035$22.4M14.13%-20,804Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 122,836 shares; 2026Q1: 108,632 shares; 2026Q2: 102,403 shares 102,403$12.5M7.9%-6,229Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 201,594 shares; 2026Q1: 201,594 shares; 2026Q2: 206,226 shares 206,226$10.5M6.59%+4,632Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 125,311 shares; 2026Q1: 125,311 shares; 2026Q2: 42,434 shares 42,434$8.8M5.55%-82,877Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 180,305 shares; 2026Q1: 213,728 shares; 2026Q2: 257,409 shares 257,409$7.34M4.63%+43,681Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 89,370 shares; 2026Q2: 91,643 shares 91,643$6.86M4.32%+2,273Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,315 shares; 2026Q1: 23,741 shares; 2026Q2: 18,165 shares 18,165$6.85M4.32%-5,576Timeline
WESTWESTROCK COFFEE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 738,847 shares; 2026Q1: 838,846 shares; 2026Q2: 838,846 shares 838,846$6.8M4.29%0Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,904 shares; 2026Q1: 16,792 shares; 2026Q2: 23,136 shares 23,136$6.77M4.27%+6,344Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 41,593 shares; 2026Q1: 34,960 shares; 2026Q2: 32,318 shares 32,318$6.63M4.18%-2,642Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 59,853 shares; 2026Q1: 57,265 shares; 2026Q2: 57,265 shares 57,265$6.2M3.91%0Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 180,872 shares; 2026Q1: 217,133 shares; 2026Q2: 217,133 shares 217,133$5.94M3.74%0Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 72,283 shares; 2026Q1: 72,283 shares; 2026Q2: 71,465 shares 71,465$5.22M3.29%-818Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,951 shares 22,951$4.71M2.97%newTimeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 341,605 shares; 2026Q1: 414,898 shares; 2026Q2: 414,898 shares 414,898$4.11M2.59%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,402 shares; 2026Q1: 19,702 shares; 2026Q2: 183,634 shares 183,634$3.17M2%+163,932Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,137 shares; 2026Q1: 62,026 shares; 2026Q2: 62,026 shares 62,026$2.87M1.81%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,121 shares; 2026Q1: 4,415 shares; 2026Q2: 5,001 shares 5,001$2.26M1.42%+586Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002107832-26-000003 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002107832-26-000003 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0002107832-26-000002 Quarter ended 2026-03-312026-04-29acceptance time not in the bulk data set
13F-HR 0002107832-26-000001 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set