← Super investors
AGX
Argan Inc
4 super-investor ownerscombined $514Mlargest position 2.9%
1 NEW1 EXIT
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 2
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Lee Ainslie | 2.9% | 2q | $253M | 464,759 |
| 2 | Stephen Mandel | 1.7% | — 1q | $214M | 393,134 |
| 3 | Joel Greenblatt | <0.1% | 32q | $37M | 68,009 |
| 4 | Polen Capital Management | 0.1% | 4q | $10M | 17,981 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.2% | -100% | $0 | May 15, 2026 |
| Stephen Mandel | NEW | 1.7% | +100% | $214M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 04010E109. Not investment advice.