Argan Inc
Held by 4 superinvestors (AGX).
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
Ownership · 13F consensus
Who's buying it
Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.
4 superinvestors hold it · $484.7M combined
Largest holder Lee Ainslie
Held by 4 superinvestors of Argan Inc (AGX); this quarter 2 opened, 1 added, 1 trimmed, 1 exited (as of 2026-03-31).
13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.
Superinvestors Holding This Security
- Value$253.1MWeight (prev→now)1.5% → 2.9% ▲
- Value$214.1MWeight (prev→now)New · 1.7%
- Value$9.8MWeight (prev→now)0.0% → 0.1% ▼
- Value$7.6MWeight (prev→now)New · 0.0%
Ownership overview
Argan Inc (AGX) is held by 4 of the superinvestors tracked on Compounder, with a combined $484.7M in reported 13F value. The largest position belongs to Lee Ainslie, where it makes up 2.9% of the portfolio.
Other notable holders by value include Stephen Mandel (1.7% of its book), Polen Capital (0.1% of its book) and Ray Dalio (0.0% of its book).
Over the latest quarter, 2 of the tracked filers opened a new position in AGX, 1 added to existing ones, 1 trimmed, and 1 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
Holders over time
Superinvestors holding this security over the last 4 quarters: 1 → 4.
Early quarters may understate holder counts due to data backfill — read the slope with care.
Sources· SEC EDGAR 13F as of 2026-05-15
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