Joel Greenblatt's AGX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1,431 shares of Argan, Inc. (AGX) worth $386,442, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AGX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 88,248 shares. Largest reduction occurred in Q3 2018, reducing 74,350 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Argan (AGX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Argan (AGX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +64,268 | Add 0.00% | 64,267 | $15.61 |
| Q3 2013 | +903 | Add 1.41% | 65,170 | $21.97 |
| Q4 2013 | +7,410 | Add 11.37% | 72,580 | $27.56 |
| Q1 2014 | -36,808 | Reduce 50.71% | 35,772 | $29.74 |
| Q2 2014 | -15,938 | Reduce 44.55% | 19,834 | $37.31 |
| Q3 2014 | +4,374 | Add 22.05% | 24,208 | $33.38 |
| Q4 2014 | +1,043 | Add 4.31% | 25,251 | $33.62 |
| Q1 2015 | -9,392 | Reduce 37.19% | 15,859 | $36.19 |
| Q2 2015 | -15,859 | Sold Out | 0 | $0.00 |
| Q3 2015 | +17,416 | New Buy | 17,416 | $34.68 |
| Q4 2015 | -3,068 | Reduce 17.62% | 14,348 | $32.41 |
| Q1 2016 | +3,855 | Add 26.87% | 18,203 | $35.16 |
| Q2 2016 | +9,392 | Add 51.60% | 27,595 | $41.71 |
| Q3 2016 | +88,248 | Add 319.80% | 115,843 | $59.19 |
| Q4 2016 | +43,269 | Add 37.35% | 159,112 | $70.55 |
| Q1 2017 | +22,197 | Add 13.95% | 181,309 | $66.15 |
| Q2 2017 | +2,032 | Add 1.12% | 183,341 | $60.00 |
| Q3 2017 | -31,072 | Reduce 16.95% | 152,269 | $67.25 |
| Q4 2017 | -3,241 | Reduce 2.13% | 149,028 | $45.00 |
| Q1 2018 | +36,722 | Add 24.64% | 185,750 | $42.95 |
| Q2 2018 | -36,351 | Reduce 19.57% | 149,399 | $40.95 |
| Q3 2018 | -74,350 | Reduce 49.77% | 75,049 | $43.00 |
| Q4 2018 | -55,725 | Reduce 74.25% | 19,324 | $37.83 |
| Q1 2019 | -19,324 | Sold Out | 0 | $0.00 |
| Q1 2025 | +3,346 | New Buy | 3,346 | $131.17 |
| Q2 2025 | -213 | Reduce 6.37% | 3,133 | $220.48 |
| Q3 2025 | -1,702 | Reduce 54.32% | 1,431 | $270.05 |
Joel Greenblatt's Argan Investment FAQs
Joel Greenblatt first purchased Argan, Inc. (AGX) in Q2 2013, acquiring 64,267 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Argan, Inc. (AGX) for 27 quarters since Q2 2013.
Joel Greenblatt's largest addition to Argan, Inc. (AGX) was in Q3 2016, adding 115,843 shares worth $6.86 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,431 shares of Argan, Inc. (AGX), valued at approximately $386,442.
As of the Q3 2025 filing, Argan, Inc. (AGX) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Argan, Inc. (AGX) was 185,750 shares, as reported at the end of Q1 2018.