Stephen Mandel
Lone Pine Capital
Stephen Mandel Argan Inc stake
total: 304
Lone Pine Capital AGX trades
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 368,673 Argan Inc (AGX) shares with a market value of roughly $294.40M accounting for 1.80% of the overall portfolio. To date, the estimated cost basis is nearly $544.65 for "buy" trades and estimated average "sell" price is $798.55. Lone Pine Capital first purchased AGX in 2026 Q1, initially acquiring 393,134 shares. Since the initial investment in Argan Inc (AGX), Lone Pine Capital has made 1 more transaction.
When did Stephen Mandel buy Argan Inc (AGX)?
Stephen Mandel first invested in Argan Inc (AGX) in 2026 Q1 at the reported quarter-end price of $544.65 per share.
What's the cost basis of Lone Pine Capital's AGX stake?
The estimated cost basis for Argan Inc (AGX) stake is around $544.65 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $544.65
- Weighted AVG sell price:
- $798.55
Stephen Mandel's historical trades in Argan Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.80%
|
368,673
|
$798.55
|
$294,403,824
|
-6.22% (-24,461)
|
-0.16%
|
|
2026 Q1
|
1.71%
|
393,134
|
$544.65
|
$214,120,433
|
new
|
+1.71%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.