Follow-The-Filings

Security · featured owners

AGX Argan Inc.

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 1.8% Reduce −6.2% 368,673 $294M history
Mala Gaonkar - Surgocap Partners 2026 Q2 3.9% New 3.9% 149,983 $120M history
Philippe Laffont - Coatue Management 2026 Q2 0.06% New 0.06% 36,101 $29M history
Polen Capital Management 2026 Q2 0.07% Reduce −43.2% 10,214 $8M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 2.9% Exit −2.92 pp 464,759 $253M history

4 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Jul 31, 2026 Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 15, 2026 · 2 forms Filing Doc
4 Period Jun 10, 2026 · 7 forms Filing Doc
4 Period Apr 29, 2026 · 2 forms Filing Doc
4 Period Apr 27, 2026 Filing Doc
4 Period Apr 28, 2026 Filing Doc
4 Period Apr 21, 2026 Filing Doc
4 Period Apr 20, 2026 Filing Doc
4 Period Apr 16, 2026 · 3 forms Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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