# AGMAN CAPITAL LLC: Form 13F holdings

An institutional investment manager in OMAHA, NE. SEC CIK 2107832.

- Quarter ended: 2026-06-30
- Filed: 2026-07-27
- Reported value: $158.6m
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2107832/000210783226000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $28.7m | 18.1% | 72,830 |  | Reduced −17,168 |
| [GRAHAM CORP (GHM)](/companies/ghm.md) | COM | $22.4m | 14.1% | 181,035 |  | Reduced −20,804 |
| [MERCURY SYS INC (MRCY)](/companies/mrcy.md) | COM | $12.5m | 7.9% | 102,403 |  | Reduced −6,229 |
| [GXO LOGISTICS INCORPORATED (GXO)](/companies/gxo.md) | COMMON STOCK | $10.5m | 6.6% | 206,226 |  | Added +4,632 |
| [QXO INC (QXO)](/companies/qxo.md) | COM | $8.8m | 5.5% | 42,434 |  | Reduced −82,877 |
| [CADRE HLDGS INC (CDRE)](/companies/cdre.md) | COM | $7.3m | 4.6% | 257,409 |  | Added +43,681 |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | SHS | $6.9m | 4.3% | 91,643 |  | Added +2,273 |
| [ENPRO INC (NPO)](/companies/npo.md) | COM | $6.8m | 4.3% | 18,165 |  | Reduced −5,576 |
| [WESTROCK COFFEE CO (WEST)](/companies/west.md) | COM | $6.8m | 4.3% | 838,846 |  | Unchanged |
| [TYLER TECHNOLOGIES INC (TYL)](/companies/tyl.md) | COM | $6.8m | 4.3% | 23,136 |  | Added +6,344 |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $6.6m | 4.2% | 32,318 |  | Reduced −2,642 |
| [CF INDS HLDGS INC (CF)](/companies/cf.md) | COM | $6.2m | 3.9% | 57,265 |  | Unchanged |
| [DISTRIBUTION SOLUTIONS G (DSGR)](/companies/dsgr.md) | COM | $5.9m | 3.7% | 217,133 |  | Unchanged |
| [WESTLAKE CORP (WLK)](/companies/wlk.md) | COM | $5.2m | 3.3% | 71,465 |  | Reduced −818 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $4.7m | 3.0% | 22,951 |  | New +22,951 |
| [AVANTOR INC (AVTR)](/companies/avtr.md) | COM | $4.1m | 2.6% | 414,898 |  | Unchanged |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $3.2m | 2.0% | 183,634 |  | Added +163,932 |
| SMURFIT WESTROCK PLC   F | SHS | $2.9m | 1.8% | 62,026 |  | Unchanged |
| [ULTA BEAUTY INC (ULTA)](/companies/ulta.md) | COM | $2.3m | 1.4% | 5,001 |  | Added +586 |

Source: SEC EDGAR, Form 13F-HR, accession 0002107832-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.