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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $466.48 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steve Mandel.
Institutional sentiment is currently Bearish. This is evidenced by a $284.82 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 24.0%. Conversely, Chuck Royce reduced exposure by 86.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Argan, Inc. (AGX)
Major holders include Renaissance Technologies (RenTech) ($517.76 M), Steve Mandel ($294.4 M), Cliff Asness ($70.39 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.13 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $284.82 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AGX. The total reported sell value was $315.69 M.
Yes, 0 managers opened new positions in AGX, and 3 increased their existing holdings. The total reported buy value was $30.87 M.
