Argan, Inc.
US ˙ NYSE ˙ US04010E1091

SecurityAGX / Argan, Inc.
InstitutionExodusPoint Capital Management, LP
Latest Disclosed Ownership8,235 shares
Latest Disclosed Value $ 4,485,193
ExodusPoint Capital Management, LP ownership in AGX / Argan, Inc.

On May 14, 2026 - ExodusPoint Capital Management, LP filed a 13F-HR form disclosing ownership of 8,235 shares of Argan, Inc. (US:AGX) valued at $4,485,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 14, 2025 disclosing 0 shares of Argan, Inc.. The current value of the position is $5,652,257 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)
2026-05-14 2026-03-31 13F ARGAN COM 04010E109 8,235 8,235 4,485 0.0362
2025-11-14 2025-09-30 13F ARGAN COM 04010E109 0 -13,113 -100.00 0 -100.00
2025-08-13 2025-06-30 13F ARGAN COM 04010E109 13,113 13,113 3 0.0254
2025-05-14 2025-03-31 13F ARGAN COM 04010E109 0 -6,499 -100.00 0 0.0000
2025-02-12 2024-12-31 13F ARGAN COM 04010E109 6,499 3,803 141.06 1 0.0061
2024-11-12 2024-09-30 13F ARGAN COM 04010E109 2,696 -8,073 -74.97 0 0.0017
2024-08-13 2024-06-30 13F ARGAN COM 04010E109 10,769 10,769 1 0.0054
2021-11-15 2021-09-30 13F ARGAN COM 04010E109 0 -5,656 -100.00 0 -100.00
2021-08-16 2021-06-30 13F ARGAN COM 04010E109 5,656 -20,979 -78.76 270 -81.00 0.0030
2021-05-17 2021-03-31 13F ARGAN COM 04010E109 26,635 21,292 398.50 1,421 497.06 0.0207
2021-02-16 2020-12-31 13F ARGAN COM 04010E109 5,343 425 8.64 238 15.53 0.0023
2020-11-16 2020-09-30 13F ARGAN COM 04010E109 4,918 4,918 206 0.0041
2020-05-15 2020-03-31 13F ARGAN COM 04010E109 0 -6,984 -100.00 0 -100.00
2020-02-14 2019-12-31 13F ARGAN COM 04010E109 6,984 6,984 280 0.0053
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.