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Asset Manager ← All Institutions

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$116M
-3.7%
Holdings
9
-2
New Purchases
0
Added To
5
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SXI 17.95% 8.87% +9.08% $21M
HLMN 11.20% 4.14% +7.06% $13M
LIND 21.05% 17.21% +3.85% $24M
MGRC 10.95% 8.12% +2.84% $13M
JBI 4.71% 2.41% +2.30% $5M
VITL 12.67% 11.43% +1.23% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IRDM 11.05% 22.27% -11.22% $13M
PATK 10.41% 19.12% -8.71% $12M
CLW 0.00% 6.43% -6.43% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $59M 50.4%
Small Cap 4 $58M 49.6%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$2.0B
Median Market Cap
$1.4B
Avg P/E
26.5
Median P/E
21.7
Avg Dividend Yield
0.01%
Avg Beta
1.12
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LIND 21.05% 1,911,106 $24M $12.80 $4M +131,203 +7.4%
2 SXI 17.95% 98,394 $21M $211.90 $10M +29,998 +43.9%
3 VITL 12.67% 357,659 $15M $41.15 $918K -600 -0.2%
4 HLMN 11.20% 1,417,772 $13M $9.18 $8M +717,772 +102.5%
5 IRDM 11.05% 735,366 $13M $17.46 -$14M -155,551 -17.5%
6 MGRC 10.95% 108,500 $13M $117.30 $3M +24,000 +28.4%
7 PATK 10.41% 116,967 $12M $103.43 -$11M -133,165 -53.2%
8 JBI 4.71% 554,663 $5M $9.87 $3M +197,740 +55.4%
9 CLW —% -$8M -285,053 -100.0% SOLD

Sold Out Positions

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

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