Steve Mandel's AGX Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 393,134 shares of Argan, Inc. (AGX) worth $214.12 M, representing 1.71% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in AGX, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Argan (AGX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Argan (AGX) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +393,134 | New Buy | 393,134 | $544.65 |
Steve Mandel's Argan Investment FAQs
Steve Mandel first purchased Argan, Inc. (AGX) in Q1 2026, acquiring 393,134 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Argan, Inc. (AGX) for 1 quarters since Q1 2026.
Steve Mandel's largest addition to Argan, Inc. (AGX) was in Q1 2026, adding 393,134 shares worth $214.12 M.
According to the latest 13F filing for Q1 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 393,134 shares of Argan, Inc. (AGX), valued at approximately $214.12 M.
As of the Q1 2026 filing, Argan, Inc. (AGX) represents approximately 1.71% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Argan, Inc. (AGX) was 393,134 shares, as reported at the end of Q1 2026.