— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$121M
+20.7%
Holdings
11
+1
New Purchases
1
Added To
6
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
27.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HLMN 4.14% 0.00% +4.14% $5M
VITL 11.43% 8.63% +2.80% $14M
LIND 17.21% 15.25% +1.96% $21M
MGRC 8.12% 6.35% +1.77% $10M
IRDM 22.27% 21.20% +1.07% $27M
CLW 6.43% 6.29% +0.14% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UIS 0.00% 5.68% -5.68% $0
ATSG 0.00% 3.76% -3.76% $0
PATK 19.12% 21.15% -2.03% $23M
SXI 8.87% 9.10% -0.24% $11M
JBI 2.41% 2.57% -0.16% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $70M 58.4%
Small Cap 5 $42M 35.2%
Micro Cap 2 $8M 6.4%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$1.4B
Avg P/E
29.9
Median P/E
26.4
Avg Dividend Yield
0.00%
Avg Beta
1.14
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IRDM 22.27% 890,917 $27M $30.17 $6M +115,000 +14.8%
2 PATK 19.12% 250,132 $23M $92.27 $2M
3 LIND 17.21% 1,779,903 $21M $11.67 $6M +135,000 +8.2%
4 VITL 11.43% 358,259 $14M $38.52 $5M +75,000 +26.5%
5 SXI 8.87% 68,396 $11M $156.48 $2M +12,000 +21.3%
6 MGRC 8.12% 84,500 $10M $115.96 $3M +27,500 +48.2%
7 CLW 6.43% 285,053 $8M $27.24 $1M +37,000 +14.9%
8 HLMN 4.14% 700,000 $5M $7.14 +700,000 NEW
9 JBI 2.41% 356,923 $3M $8.14 $336K
10 UIS —% -$6M -1,238,065 -100.0% SOLD
11 ATSG —% -$4M -167,524 -100.0% SOLD

New Positions

SymbolValue% Port
HLMN $5M 4.14%

Sold Out Positions

SymbolValue% Port
UIS —%
ATSG —%
View SEC EDGAR Filings for ANCHOR CAPITAL MANAGEMENT COMPANY, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms