Christopher Kauffman
Agman Capital Llc
Assets Managed
$125.608M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
6.84%(2Q avg: 3.42%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Agman Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.
Assets under management
The assets under management (AUM) of Agman Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.608M in assets, with a quarterly growth rate of 6.84% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Christopher Kauffman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
COHR Coherent Corp
| 17.07% | $21.438M 89,998 shares@ $238.22 avg price | Decreased -17.67% |
GHM Graham Corp
| 12.69% | $15.929M 201,839 shares@ $78.93 avg price | Decreased -7.91% |
GXO Gxo Logistics Inc
| 8.33% | $10.453M 201,594 shares@ $51.86 avg price | |
WLK Westlake Corp
| 6.73% | $8.444M 72,283 shares@ $116.82 avg price | |
MRCY Mercury Systems Inc
| 6.31% | $7.92M 108,632 shares@ $72.91 avg price | Decreased -11.56% |
CF Cf Industries Holdings Inc
| 5.92% | $7.435M 57,265 shares@ $129.85 avg price | Decreased -4.32% |
XPO Xpo Inc
| 5.42% | $6.801M 34,960 shares@ $194.55 avg price | Decreased -15.94% |
CDRE Cadre Holdings Inc
| 5.23% | $6.557M 213,728 shares@ $30.68 avg price | Increased 18.54% |
NPO Enpro Inc
| 4.74% | $5.951M 23,741 shares@ $250.66 avg price | Decreased -13.08% |
TYL Tyler Technologies Inc
| 4.58% | $5.749M 16,792 shares@ $342.39 avg price | Increased 184.42% |
1-10 of 18