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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.05 B.
Top institutional holders include Renaissance Technologies (RenTech) and Lee Ainslie.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $205.36 M net inflow during the quarter.
Recent activity highlights Steve Mandel who opened a new position. Conversely, Jefferies Group reduced exposure by 73.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Argan, Inc. (AGX)
Major holders include Renaissance Technologies (RenTech) ($332.73 M), Lee Ainslie ($253.13 M), Steve Mandel ($214.12 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.63 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $205.36 M, with 4 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 $37.19 M.
Yes, 2 managers opened new positions in AGX, and 2 increased their existing holdings. The total reported buy value was $242.55 M.
