AGX
Argan Inc
Argan Inc historical holders
total: 4
Lone Pine Capital Argan Inc transactions over time
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Stephen Mandel has been an institutional investor in Argan Inc (AGX) since 2026 Q1. According to 2026 Q1 report, Stephen Mandel holds 393,134 shares with a market value of roughly $214.12M representing 1.71% of their equity portfolio. The fund/company first acquired AGX in 2026 Q1, initially purchasing 393,134 shares.
Does Stephen Mandel still hold AGX?
Yes, Stephen Mandel continues to hold Argan Inc (AGX). According to their 2026 Q1 report, they maintain a position of 393,134 shares valued at approximately $214.12M, representing 1.71% of their equity portfolio.
When did Stephen Mandel first invest in AGX?
Stephen Mandel first invested in Argan Inc (AGX) in 2026 Q1 at the reported quarter-end price of $544.65 per share, acquiring 393,134 shares in their initial purchase.
What is Stephen Mandel's average cost basis for AGX?
Based on historical transaction data, Stephen Mandel's estimated cost basis for Argan Inc (AGX) is approximately $544.65 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $544.65
AGX transactions history by Lone Pine Capital
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
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.