Anchor Capital Management Company, LLC 13F Holdings · Q2 2026
Anchor Capital Management Company, LLC reported 8 securities worth $96.96M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MGRC (24.02%), HLMN (22.41%), PATK (14.36%). Among its top 25 positions this quarter: 5 new, 3 added, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGRC | MCGRATH RENTCORP | $23.3M | 24.02% | 192,426 | Added |
| 2 | HLMN | HILLMAN SOLUTIONS CORP | $21.7M | 22.41% | 2.6M | Added |
| 3 | PATK | PATRICK INDS INC | $13.9M | 14.36% | 155,036 | New |
| 4 | RXO | RXO INC | $13.9M | 14.36% | 504,800 | New |
| 5 | JBI | JANUS INTERNATIONAL GROUP IN | $10.6M | 10.93% | 1.9M | Added |
| 6 | CVLG | COVENANT LOGISTICS GROUP INC | $7.1M | 7.34% | 161,078 | New |
| 7 | BBCP | CONCRETE PUMPING HLDGS INC | $3.2M | 3.32% | 267,289 | New |
| 8 | PAL | PROFICIENT AUTO LOGISTICS IN | $3.2M | 3.26% | 464,292 | New |
| 9 | KN | KNOWLES CORP | $0 | 0.00% | 0 | Exited |
| 10 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | Exited |
| 11 | SXI | STANDEX INTL CORP | $0 | 0.00% | 0 | Exited |
| 12 | VITL | VITAL FARMS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR