Guru Ownership Trend
Guru Analysis for Argan, Inc. (AGX)
Argan, Inc. (AGX), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $591.36 M.
Top institutional holders include Renaissance Technologies and Lee Ainslie.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $130.06 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Chuck Royce reduced exposure by 29.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Argan, Inc. (AGX)
Major holders include Renaissance Technologies ($187.55 M), Lee Ainslie ($137.5 M), Cliff Asness ($37.7 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.27 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $130.06 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AGX. The total reported sell value was $22.41 M.
Yes, 3 managers opened new positions in AGX, and 0 increased their existing holdings. The total reported buy value was $152.48 M.
