ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

CIK 2009885 · View on SEC EDGAR ↗

Portfolio value
$97.0M
#8,364 of 9,443 by 13F value · top 88.6%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: +4.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
5.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 47.41% Est. buys $46,431,245 · sells $44,961,870

Median holding: 3.5 quarters Tracked Q4 2024–Q2 2026 · 50.0% still held

New positions
5
Increased
3
Decreased
0
Closed
4
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Performance vs S&P 500

Tracked Q1 2025–Q2 2026
+30.2%
S&P 500 total return (same window)
+37.0%
Excess return
-6.8%

Annualized: +23.6% · S&P 500: +28.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.3% · Options excluded: 0.0%

Sector breakdown

Industrials
85.6%
Consumer Discretionary
14.4%

Full portfolio 8 positions

Type Streak 8Q trend
MGRC McGrath RentCorp - Common Stock $23,289,319 24.02% 192,426 $2,864,250 Up ×5
HLMN Hillman Solutions Corp. - Common Stock $21,726,797 22.41% 2,574,265 $631,620 Up ×4
RXO RXO, Inc. Common Stock $13,927,432 14.36% 504,800 Up ×1
PATK Patrick Industries, Inc. - Common Stock $13,919,132 14.36% 155,036
JBI Janus International Group, Inc. Common Stock $10,596,204 10.93% 1,909,226 $4,368,690 Up ×1
CVLG Covenant Logistics Group, Inc. Class A Common Stock $7,116,426 7.34% 161,078 Up ×1
BBCP Concrete Pumping Holdings, Inc. - Common Stock $3,220,832 3.32% 267,289 Up ×1
PAL Proficient Auto Logistics, Inc. - Common Stock $3,161,829 3.26% 464,292 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MGRC $23,289,319 24.02% up ×5
HLMN $21,726,797 22.41% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
RXO $13,927,432 504,800 14.36%
PATK $13,919,132 155,036 14.36%
CVLG $7,116,426 161,078 7.34%
BBCP $3,220,832 267,289 3.32%
PAL $3,161,829 464,292 3.26%

Top movers (QoQ)

Security Action Shares Δ Value Δ
JBI Bought more +700K +$4.4M
MGRC Bought more +7K +$2.9M
HLMN Bought more +39K +$632K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
LIND June 30, 2026 982,348 $16,994,620 10.6%
SXI June 30, 2026 56,214 $14,326,700 -12.5%
IRDM Dec. 31, 2025 735,366 $12,839,490 179.3%
PATK March 31, 2026 116,967 $12,682,732 -22.3%
VITL June 30, 2026 620,825 $8,766,049 -8.0%
CLW Sept. 30, 2025 285,053 $7,764,844 4.5%
UIS June 30, 2025 1,238,065 $5,682,718 -41.1%
KN June 30, 2026 189,817 $4,874,501 -17.8%
ATSG June 30, 2025 167,524 $3,759,239 No longer tracked