Argan, Inc.
DE ˙ DB ˙ US04010E1091
655,00 € ↑60,00 (10,08%)
2026-06-05
DEL PRIS
SecurityDE:1AW / Argan, Inc.
InstitutionAltraVue Capital, LLC
Latest Disclosed Ownership111,802 shares
Latest Disclosed Value $ 60,892,921
AltraVue Capital, LLC reports 21.79% decrease in ownership of 1AW / Argan, Inc.

On May 13, 2026 - AltraVue Capital, LLC filed a 13F-HR form disclosing ownership of 111,802 shares of Argan, Inc. (DE:1AW) valued at $52,994,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 142,942 shares of Argan, Inc.. This represents a change in shares of -21.79% during the quarter. The current value of the position is $73,230,310 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ARGAN COM 04010E109 111,802 -31,140 -21.79 60,893 35.96 3.1230
2026-02-11 2025-12-31 13F ARGAN COM 04010E109 142,942 -104,600 -42.26 44,787 -33.00 3.6903
2025-11-12 2025-09-30 13F ARGAN COM 04010E109 247,542 5,030 2.07 66,849 25.02 5.5438
2025-08-12 2025-06-30 13F ARGAN COM 04010E109 242,512 -57,420 -19.14 53,469 35.91 4.6974
2025-05-13 2025-03-31 13F ARGAN COM 04010E109 299,932 -29,850 -9.05 39,342 -12.95 3.9470
2025-02-12 2024-12-31 13F ARGAN COM 04010E109 329,782 0 0.00 45,193 35.11 3.7643
2024-11-12 2024-09-30 13F ARGAN COM 04010E109 329,782 -1,370 -0.41 33,450 38.06 3.0092
2024-08-12 2024-06-30 13F ARGAN COM 04010E109 331,152 -4,230 -1.26 24,227 42.93 2.4078
2024-05-13 2024-03-31 13F ARGAN COM 04010E109 335,382 -6,280 -1.84 16,950 6.03 1.8375
2024-02-12 2023-12-31 13F ARGAN ORD COM 04010E109 341,662 -13,450 -3.79 15,986 -1.10 1.8429
2023-11-13 2023-09-30 13F ARGAN COM 04010E109 355,112 -10,994 -3.00 16,165 12.03 1.9249
2023-08-10 2023-06-30 13F ARGAN COM 04010E109 366,106 3,640 1.00 14,428 -1.64 1.6979
2023-05-12 2023-03-31 13F ARGAN ORD COM 04010E109 362,466 6,720 1.89 14,669 11.81 1.7621
2023-02-10 2022-12-31 13F ARGAN ORD COM 04010E109 355,746 -510 -0.14 13,120 14.47 1.8369
2022-11-14 2022-09-30 13F ARGAN ORD COM 04010E109 356,256 -75,990 -17.58 11,461 -28.95 1.7138
2022-08-12 2022-06-30 13F ARGAN ORD COM 04010E109 432,246 2,100 0.49 16,131 -7.61 2.3715
2022-05-12 2022-03-31 13F ARGAN ORD COM 04010E109 430,146 -940 -0.22 17,459 4.68 2.3727
2022-01-28 2021-12-31 13F ARGAN COM 04010E109 431,086 3,600 0.84 16,679 -10.66 2.2072
2021-10-29 2021-09-30 13F ARGAN ORD COM 04010E109 427,486 91,760 27.33 18,669 16.36 2.7594
2021-08-24 2021-06-30 13F/A-1 ARGAN ORD COM 04010E109 335,726 42,103 14.34 16,044 2.42 2.8439
2021-07-30 2021-06-30 13F ARGAN ORD COM 04010E109 101,259 2,033 4,839 1.0580
2021-08-24 2021-03-31 13F/A-1 ARGAN ORD COM 04010E109 293,623 64,200 27.98 15,665 53.47 3.4657
2021-04-14 2021-03-31 13F ARGAN ORD COM 04010E109 99,226 -2,033 5,294 2.2484
2021-08-24 2020-12-31 13F/A-1 ARGAN ORD COM 04010E109 229,423 75,540 49.09 10,207 58.27 3.0415
2021-02-09 2020-12-31 13F ARGAN ORD COM 04010E109 99,081 -145 4,284 1.9756
2021-08-24 2020-09-30 13F/A-1 ARGAN ORD COM 04010E109 153,883 73,212 90.75 6,449 68.73 3.0135
2020-10-21 2020-09-30 13F ARGAN ORD COM 04010E109 100,401 19,730 4,208 2.4693
2020-07-23 2020-06-30 13F ARGAN COM 04010E109 80,671 -2,350 -2.83 3,822 33.17 2.8653
2020-05-01 2020-03-31 13F ARGAN COM 04010E109 83,021 -48,972 -37.10 2,870 -45.83 2.3707
2020-01-28 2019-12-31 13F ARGAN COM 04010E109 131,993 -3,050 -2.26 5,298 -0.13 2.6321
2019-11-06 2019-09-30 13F ARGAN COM 04010E109 135,043 11,490 9.30 5,305 5.85 2.9192
2019-08-08 2019-06-30 13F/A-1 ARGAN COM 04010E959 123,553 -980 -0.79 5,012 -19.43 2.7718
2019-07-30 2019-06-30 13F ARGAN COM 04010E959 123,553 -980 5,012
2019-05-06 2019-03-31 13F ARGAN COM 04010E109 124,533 -410 -0.33 6,221 31.58 3.5159
2019-02-07 2018-12-31 13F ARGAN ORD COM 04010E109 124,943 124,943 4,728 2.9728
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.