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Asset Manager ← All Institutions

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$113M
-3.0%
Holdings
8
-1
New Purchases
0
Added To
4
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HLMN 14.65% 11.20% +3.45% $17M
LIND 24.46% 21.05% +3.41% $28M
MGRC 13.49% 10.95% +2.54% $15M
JBI 7.02% 4.71% +2.31% $8M
VITL 14.38% 12.67% +1.72% $16M
PATK 11.26% 10.41% +0.85% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IRDM 0.00% 11.05% -11.05% $0
SXI 14.73% 17.95% -3.21% $17M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $44M 39.5%
Small Cap 4 $68M 60.5%

Portfolio Analytics

Avg Market Cap
$2.2B
Median Market Cap
$2.1B
Avg P/E
26.5
Median P/E
21.7
Avg Dividend Yield
0.01%
Avg Beta
1.23
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LIND 24.46% 1,911,106 $28M $14.42 $3M
2 SXI 14.73% 76,387 $17M $217.28 -$4M -22,007 -22.4%
3 HLMN 14.65% 1,905,478 $17M $8.66 $3M +487,706 +34.4%
4 VITL 14.38% 507,320 $16M $31.94 $1M +149,661 +41.8%
5 MGRC 13.49% 144,859 $15M $104.93 $2M +36,359 +33.5%
6 PATK 11.26% 116,967 $13M $108.43 $585K
7 JBI 7.02% 1,209,226 $8M $6.54 $2M +654,563 +118.0%
8 IRDM —% -$13M -735,366 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IRDM —%
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