AGX
Argan Inc
3 of the 83 super-investors we track hold AGX, worth a combined $308M per their latest 13F filings. The largest position: Stephen Mandel at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 21 of 100 (how strongly the cohort backs it) — ranked #634 of 742 stocks. The stock is up 13.5x since a tracked investor first held it at conviction size (Q1 2019 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: Lee Ainslie (2q straight), Third Avenue Management (7q straight), Stephen Mandel (1q straight). All multibaggers the cohort held →
Why super-investors own AGX
AGX is held by 3 super-investors in our cohort, with a combined position value of $308M. The highest-conviction owner is Stephen Mandel at 1.8% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 1.8% | 2q | $294M | 368,673 |
| 2 | Polen Capital Management | 0.1% | 5q | $8M | 10,214 |
| 3 | Joel Greenblatt | <0.1% | 33q | $6M | 7,355 |
Owners of AGX also hold
Congress is trading AGX
Congress tracker →- Gilbert Cisnerosbought$15,001 - $50,000 · 2026-06-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Long US equity 13F-HR filings only. CUSIP 04010E109. Not investment advice.