Industrials · owned by 1 fund manager
Who owns Argan (AGX)?
1 of the 22 fund managers we track hold Argan, worth $294M combined as of Q2 2026. Stephen Mandel has the biggest bet at 1.8% of the portfolio.
Ownership summary
Fund manager owners
1 / 22
0 opened new positions
Combined value
$294M
At quarter-end prices
Biggest weight
1.8%
Stephen Mandel
Buyers / sellers
0 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Argan appears in 1 of our 22 portfolios.
- Largest holder: Stephen Mandel (1.8% of portfolio)
- 0 managers bought or added this quarter
- 1 manager trimmed or sold out
- 1 congressional trade disclosed recently (1 buys, 0 sells)
- Company insiders in Q3 2026: no open-market buys, sold $3M
This is not a recommendation. Do your own research.
Fund managers who own AGX
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 1.80% | Trimmed | 368,673 | $294M |
Congressional trades in AGXAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $15,001 – $50,000 | 30 Jun 2026 | 2 Jul 2026 |
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