Read this manager's filing book
Disclosed positions
Legato Capital Management LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- ARGAN INC
- Ticker
- AGX
- Class
- COM
- Reported value
- $23,761,653
- Reported amount
- 29,756
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001821268-26-000123Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ARGAN INC | AGX | COM | $23,761,653 | 29,756 | SH | None |
| STONEX GROUP INC | SNEX | COM | $16,052,009 | 135,460 | SH | None |
| IES HOLDINGS INC | IESC | COM | $15,652,666 | 21,306 | SH | None |
| AGILYSYS INC | AGYS | COM | $14,740,769 | 141,060 | SH | None |
| VSE CORP | VSEC | COM | $13,271,279 | 58,080 | SH | None |
| BROADCOM INC | AVGO | COM | $11,766,913 | 31,150 | SH | None |
| NVIDIA CORP | NVDA | COM | $11,005,750 | 55,004 | SH | None |
| LSI INDS INC | LYTS | COM | $10,515,074 | 395,601 | SH | None |
| APPLE INC | AAPL | COM | $10,438,951 | 36,076 | SH | None |
| TRIUMPH BANCORP INC | TFIN | COM | $10,127,405 | 132,714 | SH | None |
| UFP TECHNOLOGIES INC | UFPT | COM | $9,359,354 | 35,301 | SH | None |
| LINCOLN EDUCATIONAL SERVICES | LINC | COM | $9,135,392 | 183,074 | SH | None |
| BGC GROUP INC CL A | BGC | COM | $9,064,959 | 847,985 | SH | None |
| MODINE MANUFACTURING CO | MOD | COM | $8,979,883 | 33,630 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,775,975 | 20,846 | SH | None |
| NB BANCORP INC | NBBK | COM | $7,735,482 | 366,090 | SH | None |
| ALPHABET INC CLASS A | GOOGL | COM | $7,672,733 | 21,470 | SH | None |
| WINMARK CORP | WINA | COM | $7,583,709 | 17,925 | SH | None |
| OIL DRI CORP OF AMERICA | ODC | COM | $7,508,245 | 73,459 | SH | None |
| EPLUS INC | PLUS | COM | $7,195,649 | 86,455 | SH | None |
| FIRSTSERVICE CORPORATION | FSV | COM | $7,093,421 | 49,915 | SH | None |
| GRAHAM CORP | GHM | COM | $6,969,749 | 56,303 | SH | None |
| MIRUM PHARMACEUTICALS INC COM | MIRM | COM | $6,849,999 | 58,512 | SH | None |
| CECO ENVIRONMENTAL CORP | CECO | COM | $6,775,919 | 74,674 | SH | None |
| COHU INC | COHU | COM | $6,758,921 | 91,448 | SH | None |
| STERLING CONSTRUCTION CO | STRL | COM | $6,480,699 | 7,721 | SH | None |
| DAILY JOURNAL CORP | DJCO | COM | $6,420,108 | 10,679 | SH | None |
| SEMTECH CORP | SMTC | COM | $6,279,132 | 38,796 | SH | None |
| REVOLUTION MEDICINES INC | RVMD | COM | $6,188,106 | 33,042 | SH | None |
| BWX TECHNOLOGIES INC | BWXT | COM | $6,093,908 | 31,307 | SH | None |
| CARPENTER TECHNOLOGY | CRS | COM | $6,074,023 | 9,847 | SH | None |
| ULTRA CLEAN HLDGS INC | UCTT | COM | $5,948,712 | 41,719 | SH | None |
| ADAPTIVE BIOTECHNOLOGIES CORPO | ADPT | COM | $5,865,309 | 273,441 | SH | None |
| ECOVYST INC | ECVT | COM | $5,853,628 | 470,171 | SH | None |
| KINIKSA PHARMACEUTICALS LTD C | KNSA | COM | $5,582,643 | 87,297 | SH | None |
| YETI HOLDINGS INC | YETI | COM | $5,368,984 | 108,333 | SH | None |
| OUSTER INC NEW | OUST | COM | $5,308,198 | 84,904 | SH | None |
| AMAZON.COM INC | AMZN | COM | $5,301,396 | 22,243 | SH | None |
| XOMETRY INC CLASS A COM | XMTR | COM | $5,295,184 | 54,861 | SH | None |
| I3 VERTICALS INC | IIIV | COM | $5,284,336 | 247,394 | SH | None |
| LATTICE SEMICONDUCTOR CORP | LSCC | COM | $5,153,069 | 33,689 | SH | None |
| TRAVERE THERAPEUTICS INC | TVTX | COM | $4,989,793 | 87,833 | SH | None |
| LIGAND PHARMACEUTICALS INC | LGND | COM | $4,921,206 | 15,569 | SH | None |
| TESLA MOTORS INC. | TSLA | COM | $4,832,693 | 11,490 | SH | None |
| CLIMB GLOBAL SOLUTIONS INC | CLMB | COM | $4,824,523 | 207,864 | SH | None |
| NAYAX LTD | Unresolved | COM | $4,819,374 | 73,567 | SH | None |
| CALLAWAY GOLF COMPANY | CALY | COM | $4,811,574 | 256,071 | SH | None |
| POWELL INDS INC | POWL | COM | $4,688,858 | 16,374 | SH | None |
| AXSOME THERAPEUTICS INC | AXSM | COM | $4,563,492 | 18,644 | SH | None |
| ARTERIS INC | AIP | COM | $4,551,863 | 93,679 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.