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AGX Argan Inc.

Industrials, filed as ARGAN INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

  • 4 Owners
  • Max 3.9%
  • $451M
  • 2 new 2 reduce 1 exit

In 2026 Q2, 2 managers opened positions, 2 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.9% (Mala Gaonkar, Surgocap Partners). Not free-float ownership.

  1. Mala Gaonkar New 3.9%
  2. Stephen Mandel Reduce 1.8%
  3. Polen Capital Management Reduce 0.07%
  4. Philippe Laffont New 0.06%

Who owns AGX

Sorted by value, long equity only, as of 2026 Q2.

History
Stephen Mandel, Lone Pine Capital 1.8% Reduce −6.2% 368,673 $294M History
Mala Gaonkar, Surgocap Partners 3.9% New 3.9% 149,983 $120M History
Philippe Laffont, Coatue Management 0.06% New 0.06% 36,101 $29M History
Polen Capital Management 0.07% Reduce −43.2% 10,214 $8.2M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 2.9% Exit −2.92% 464,759 $253M History

4 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AGX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AGX insider trades
  • None no insider bought on the open market
  • $147M sold by 11 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. John Ronald Jeffrey Jr. Director
    Sale
    $3.3M 5,716 shares at $579.64 69% of stake
    Traded Jul 31 Filed Aug 4
    ↗
  2. William F Griffin Jr. Chair
    Sale
    $37M 50,000 shares at $739.68 55% of stake
    Traded Jun 18–22 Filed Jun 23
    ↗
  3. Joshua Scott Baugher CFO
    Sale
    $557K 760 shares at $733.30 34% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  4. Karen Sweeney Director
    Sale
    $212K 300 shares at $705.00 16% of stake
    Traded Jun 17 Filed Jun 17
    ↗
  5. Peter W Getsinger Director
    Sale
    $4.7M 6,728 shares at $705.78 58% of stake
    Traded Jun 16–17 Filed Jun 17
    ↗
  6. David Hibbert Watson CEO
    Sale
    $7.8M 11,873 shares at $660.11 23% of stake
    Traded Jun 15–16 Filed Jun 16
    ↗
  7. Cynthia Flanders Director
    Sale
    $1.7M 2,596 shares at $666.31 10% of stake
    Traded Jun 15 Filed Jun 16
    ↗
  8. William F Griffin Jr. Chair
    Sale
    $32.2M 50,000 shares at $643.46 36% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  9. Alexander Lisa Larroque Director
    Sale
    $221K 350 shares at $630.58 50% of stake
    Traded Apr 29 Filed Apr 30
    ↗
  10. Peter W Getsinger Director
    Sale
    $1.9M 3,000 shares at $628.36 31% of stake
    Traded Apr 29 Filed Apr 30
    ↗
  11. John Ronald Jeffrey Jr. Director
    Sale
    $1.8M 2,698 shares at $664.84 57% of stake
    Traded Apr 27 Filed Apr 29
    ↗
  12. William F. Leimkuhler Director
    Sale
    $3.6M 5,800 shares at $617.75
    Traded Apr 28 Filed Apr 29
    ↗
  13. Charles Edwin Collins IV Chief Executive Officer, Gemma
    Sale
    $8.4M 13,568 shares at $619.47 31% of stake
    Traded Apr 20–21 Filed Apr 22
    ↗
  14. John Ronald Jeffrey Jr. Director
    Sale
    $2.2M 3,636 shares at $615.40 100% of stake
    Traded Apr 21 Filed Apr 22
    ↗
  15. Joshua Scott Baugher CFO
    Sale
    $363K 600 shares at $605.60 29% of stake
    Traded Apr 16 Filed Apr 20
    ↗

Also filed in the last 12 months, not counted as buying or selling: 60 option exercises, 7 gifts, and 4 other transactions.

Congress

2 members of Congress traded AGX in the last three years: 1 buy and 1 sale.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Jun 30 filed Jul 2
  2. Thomas R. Carper D-DESpouse Sell $1K–$15K Dec 11, 2023 filed Jan 3, 2024

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $455.04M $573.33M $874.18M $944.61M
Gross profit $86.36M $80.83M $140.99M $193.68M
Gross margin * 19.0% 14.1% 16.1% 20.5%
Net income $33.1M $32.36M $85.46M $137.77M
Net margin * 7.3% 5.6% 9.8% 14.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $0.439B $0.547B $0.781B $1.13B
Total non-current assets * $50.78M $51.05M $54.93M $54.1M
Total assets $0.489B $0.598B $0.836B $1.19B
Total current liabilities $202.5M $302.26M $479.86M $711.26M
Total non-current liabilities * $6.09M $5.03M $4.51M $12.84M
Total equity $280.9M $290.94M $351.86M $462.26M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$30.06M $116.86M $167.58M $414.72M
Cash from investing -$63.12M -$67.61M -$193.62M -$182.02M
Cash from financing -$82.8M -$26.05M -$26.06M -$42.59M
Net change in cash -$176.52M $23.08M -$51.77M $194.22M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.