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AGMAN CAPITAL LLC

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13F filer, CIK 2107832, OMAHA, NE

AGMAN CAPITAL LLC reported $125,607,968 across 18 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 76.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107832-26-000002

Period
2026-03-31
Reported value
$126M
Holdings
18
Top 10 weight
76.97%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBnew+89,370$5.61M
TYLadded+10,888$3.73M
CDREadded+33,423$1.03M
DSGRadded+36,261$951K
AVTRadded+73,293$575K

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
COHRreduced-19,320-$4.6M
ALexited-70,631-$4.55M
Spirax-Sarco Engineering PL…exited-39,222-$3.6M
ULTAreduced-2,706-$1.41M
GHMreduced-17,355-$1.37M

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, Q1 2026

Share positions as resolved from 13F-HR 0002107832-26-000002, largest first. % of portfolio is the value over $125,607,968, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 109,318 shares; 2026Q1: 89,998 shares 89,998$21.4M17.07%-19,320Timeline
GHMGRAHAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 219,194 shares; 2026Q1: 201,839 shares 201,839$15.9M12.68%-17,355Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 201,594 shares; 2026Q1: 201,594 shares 201,594$10.5M8.32%0Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 72,283 shares; 2026Q1: 72,283 shares 72,283$8.44M6.72%0Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 122,836 shares; 2026Q1: 108,632 shares 108,632$7.92M6.31%-14,204Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 59,853 shares; 2026Q1: 57,265 shares 57,265$7.44M5.92%-2,588Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 41,593 shares; 2026Q1: 34,960 shares 34,960$6.8M5.41%-6,633Timeline
CDRECADRE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 180,305 shares; 2026Q1: 213,728 shares 213,728$6.56M5.22%+33,423Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,315 shares; 2026Q1: 23,741 shares 23,741$5.95M4.74%-3,574Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,904 shares; 2026Q1: 16,792 shares 16,792$5.75M4.58%+10,888Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 180,872 shares; 2026Q1: 217,133 shares 217,133$5.7M4.54%+36,261Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 89,370 shares 89,370$5.61M4.47%newTimeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,402 shares; 2026Q1: 19,702 shares 19,702$3.59M2.86%-3,700Timeline
WESTWESTROCK COFFEE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 738,847 shares; 2026Q1: 838,846 shares 838,846$3.57M2.84%+99,999Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 341,605 shares; 2026Q1: 414,898 shares 414,898$3.25M2.59%+73,293Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,137 shares; 2026Q1: 62,026 shares 62,026$2.47M1.97%-1,111Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 125,311 shares; 2026Q1: 125,311 shares 125,311$2.43M1.94%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,121 shares; 2026Q1: 4,415 shares 4,415$2.31M1.84%-2,706Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ALAIR LEASE CORP70,631$4.55Mshares
Spirax-Sarco Engineering PL…Spirax-Sarco Engineering PLC (39,222$3.6Mshares

How Q1 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 0002107832-26-000002 base2026-04-29acceptance time not in the bulk data set