3 tracked superinvestors hold ARGAN INC (AGX), worth $841M combined, led by ex-Jim Simons. Smart money is accumulating AGX as of the latest 13F filings.
Current price
$417.99
+76.6%
1Y
Argan, Inc., operating through its various subsidiaries, offers a comprehensive suite of services to the power generation and renewable energy sectors. These services span engineering, procurement, construction (EPC), commissioning, operations management, maintenance, project development, and technical and consulting support. The company is structured into three main operating divisions: 1. Power…
Market cap
$9.8B
P/E
72.32
Div yield
0.5%
Revenue YoY
8.1%
Analyst target
$559
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$841M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+1
2 buying · 1 selling
Smart money is net accumulating AGX: 2 funds added or opened versus 1 trimming. 1 opened a brand-new position.
ARGAN INC (AGX) is held by 3 tracked funds worth $841M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to ex-Jim Simons at 0.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Philippe Laffont), with 1 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.7% | $518M | |
| Trimmed | 1.8% | $294M | |
| New buy | 0.1% | $29M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
5 insiders filed SEC Form 144 for $54M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| John Ronald Jeffrey Jr. | Director | 5,716 | $3M | 2026-07-31 |
| Griffin William F Jr | Director | 20,000 | $15M | 2026-06-22 |
| Griffin William F Jr | Director | 30,000 | $22M | 2026-06-18 |
| Peter W. Getsinger | Director | 2,000 | $1M | 2026-06-17 |
| Joshua S Baugher | Officer | 760 | $529K | 2026-06-17 |
| Peter W. Getsinger | Director | 4,728 | $3M | 2026-06-16 |
| David Hibbert Watson | Officer & Director | 1,880 | $1M | 2026-06-16 |
| David Hibbert Watson | Officer & Director | 9,993 | $7M | 2026-06-15 |
Which superinvestors own AGX?
3 tracked funds hold ARGAN INC (AGX), the largest being ex-Jim Simons (Renaissance Technologies) at 0.7% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AGX?
In the most recent 13F quarter, 2 tracked funds added or opened AGX and 1 trimmed it, including 1 brand-new position.
How much AGX do tracked funds hold?
Combined disclosed long exposure to AGX across tracked superinvestors is $841M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.