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AGX position history

The shares of Argan (AGX) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 44,821 shares, $9.9M, 0.03% of portfolio, New
  2. 2025 Q3: 37,533 shares, $10M, 0.03% of portfolio, Reduce −16.3%
  3. 2025 Q4: 24,886 shares, $7.8M, 0.03% of portfolio, Reduce −33.7%
  4. 2026 Q1: 17,981 shares, $9.8M, 0.07% of portfolio, Reduce −27.7%
  5. 2026 Q2: 10,214 shares, $8.2M, 0.07% of portfolio, Reduce −43.2%
Holdings date Value % of holdings Shares Filing date All 13F holders