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Adds vs. Reduces by Quarter
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AGX —
ARGAN INC
CUSIP: 04010E109 · Held by 5 superinvestors · Combined value: $385,566,354
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Jim Simons | 0.3% | $187,553,039 | 598,599 | REDUCE | -43,480 |
| 2 | Lee Ainslie | 1.5% | $137,502,989 | 438,858 | NEW BUY | +438,858 |
| 3 | Ken Griffin | 0.0% | $43,313,044 | 138,239 | ADD | +13,066 |
| 4 | Stanley Druckenmiller | 0.2% | $9,400,000 | 30,000 | NEW BUY | +30,000 |
| 5 | Polen Capital | 0.0% | $7,797,282 | 24,886 | REDUCE | -12,647 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +438,858 | New |
| Stanley Druckenmiller | NEW BUY | +30,000 | New |
| Ken Griffin | ADD | +13,066 | +10.4% |
| Jim Simons | REDUCE | -43,480 | -6.8% |
| Polen Capital | REDUCE | -12,647 | -33.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +25,800 | +4.2% |
| Ken Griffin | REDUCE | -2,001 | -1.6% |
| Polen Capital | REDUCE | -7,288 | -16.3% |
Who Owns AGX? Superinvestor Holdings
ARGAN INC is held by 5 tracked superinvestors, with a combined position value of $386 million . The largest positions are held by Jim Simons (0.3% of portfolio), Lee Ainslie (1.5% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 2 reduced or exited.