Argan (AGX) is Gaining from the Growing Backlog of Power Plant Construction
Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 610,899 | $332,726,140 | +3% | 0.52% |
| 2. | Maverick Capital Lee Ainslie | 464,759 | $253,130,989 | +6% | 2.92% |
| 3. | Lone Pine Capital Stephen Mandel | 393,134 | $214,120,433 | 1.71% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 130,934 | $71,313,203 | -41% | 0.04% |
| 5. | AltraVue Capital Touk Sinantha | 111,802 | $60,892,921 | -22% | 5.24% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.53 | 1,500 | $69,795.00 | 16,500 | 2023-10-12 | Filing | |
| $26.88 | 7,000 | $188,160.00 | 22,000 | 2023-10-05 | Filing | |
| $36.70 | 1,000 | $36,700.00 | 8,000 | 2022-05-06 | Filing | |
| $36.97 | 1,000 | $36,970.00 | 7,000 | 2022-04-22 | Filing | |
| $42.02 | 250 | $10,505.00 | 1,000 | 2020-10-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $760.43 | 20,000 | $15,208,600.00 | 40,976 | 2026-06-22 | Filing | |
| $725.85 | 30,000 | $21,775,500.00 | 60,976 | 2026-06-18 | Filing | |
| $734.00 | 305 | $223,870.00 | 1,479 | 2026-06-17 | Filing | |
| $732.83 | 455 | $333,437.65 | 1,784 | 2026-06-17 | Filing | |
| $705.00 | 300 | $211,500.00 | 1,548 | 2026-06-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,123,299 | $1,156,454,890 | 0.02% | |
| 2. | 791,353 | $431,010,388 | 0.31% | |
| 3. | 587,466 | $319,963,357 | 0% | |
| 4. | 517,656 | $281,941,340 | 0.01% | |
| 5. | 517,624 | $281,923,912 | 0.01% |