2 tracked superinvestors hold ARGAN INC (AGX), worth $547M combined, led by ex-Jim Simons. Smart money is accumulating AGX as of the latest 13F filings.
Current price
$687.49
Argan, Inc., through its subsidiaries, provides engineering, procurement, construction, commissioning, operations management, maintenance, project development, technical, and consulting services to the power generation and renewable energy markets. The company operates through Power Industry Services, Industrial Fabrication and Field Services, and Telecommunications Infrastructure Services…
Market cap
$9.8B
P/E
72.32
Div yield
0.3%
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
2
tracked 13F / N-PORT funds
Combined value
$547M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating AGX: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
ARGAN INC (AGX) is held by 2 tracked funds worth $547M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to ex-Jim Simons at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.5% | $333M | |
| New buy | 1.7% | $214M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own AGX?
2 tracked funds hold ARGAN INC (AGX), the largest being ex-Jim Simons (Renaissance Technologies) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AGX?
In the most recent 13F quarter, 1 tracked fund added or opened AGX and 0 trimmed it, including 1 brand-new position.
How much AGX do tracked funds hold?
Combined disclosed long exposure to AGX across tracked superinvestors is $547M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.