InvestorLens

AGX — ARGAN INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AGX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
57
Institutional Conviction
Net distribution · 3 buying vs 4 selling last quarter
41
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their AGX position last quarter, 3 bought and 4 sold (43% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Philippe Laffont, Izzy Englander, Paul Tudor Jones)
  • +7 tracked investors reported holding AGX at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (4 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ARGAN INC (AGX)

ARGAN INC (AGX) appears in the most recent 13F filings of 7 tracked institutional investors. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $294M. Across recent filings, tracked investors recorded 9 new positions, 12 increased, 14 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AGX

57
/100
Mixed Activity
Added / Increased21
Reduced14
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track AGX

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

AGX Ownership Composition

How ARGAN INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
63% of tracked value
Institutions
7
tracked investors
Total Reported
$509.5M
combined 13F value
Types3
  • Growth & Innovation63.4%
  • Multi-Strategy / Quant34.2%
  • Macro2.3%
Growth & Innovation(2)
63.4%
Multi-Strategy / Quant(3)
34.2%
Macro(2)
2.3%

Tracked investors currently reporting AGX

1 tracked investor has since exited this position — listed separately below.

  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    368.7K
    Value
    $294.4M
    % Portfolio
    1.80%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    173.7K
    Value
    $138.7M
    % Portfolio
    0.02%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    36.1K
    Value
    $28.8M
    % Portfolio
    0.06%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    13.1K
    Value
    $10.5M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    31.7K
    Value
    $25.3M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    4.7K
    Value
    $3.8M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    10.1K
    Value
    $8M
    % Portfolio
    0.03%

Previously held AGX

These investors reported AGX in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Stanley DruckenmillerDuquesne Family Office30K$9.4MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AGX?
7 tracked institutional investors disclosed a position in AGX (ARGAN INC) in their most recent 13F filing.
Who is the largest institutional holder of AGX?
Steve Mandel, Lone Pine Capital, holds the largest disclosed position in AGX, valued at $294M.
Did institutional ownership of AGX increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 12 increased, 14 reduced, and 2 fully exited AGX.
Where does this AGX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
AGX (ARGAN INC) — Institutional Holders & 13F History — InvestorLens