Security

AGX

Argan Inc. · COM

CUSIP 04010E109 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 11
max % 2.9%
tracked value $1.1B
qoq N 2 A 6 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Lee Ainslie - Maverick Capital Ltd 2026 Q1 2.9% Add +1.44 pp 464,759 $253M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 1.7% New 1.7% 393,134 $214M hist
Renaissance Technologies LLC 2026 Q1 0.5% Add +0.23 pp 610,899 $333M hist
Polen Capital Management LLC 2026 Q1 0.1% Reduce +0.03 pp 17,981 $10M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 13,989 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 68,009 $37M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.01 pp 16,671 $5M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 827,482 $259M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 12,952 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 12,499 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,364 $743 hist

11 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line 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

line FY2023 FY2024 FY2025 FY2026
Total current assets $438.7M $547.18M $781.3M $1.13B
Total non-current assets * $50.78M $51.05M $54.93M $54.1M
Total assets $489.49M $598.23M $836.23M $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

line 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000100591

ownership over time

filing count by report period · click a bar for that quarter’s holders