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ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$93M
-17.7%
Holdings
8
New Purchases
1
Added To
3
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGRC 22.03% 13.49% +8.54% $20M
HLMN 22.75% 14.65% +8.11% $21M
KN 5.26% 0.00% +5.26% $5M
SXI 15.45% 14.73% +0.72% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PATK 0.00% 11.26% -11.26% $0
LIND 18.33% 24.46% -6.13% $17M
VITL 9.46% 14.38% -4.93% $9M
JBI 6.72% 7.02% -0.30% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $40M 42.7%
Small Cap 4 $53M 57.3%

Portfolio Analytics

Avg Market Cap
$2.0B
Median Market Cap
$2.1B
Avg P/E
27.5
Median P/E
21.7
Avg Dividend Yield
0.01%
Avg Beta
1.32
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HLMN 22.75% 2,535,478 $21M $8.32 $5M +630,000 +33.1%
2 MGRC 22.03% 185,211 $20M $110.28 $5M +40,352 +27.9%
3 LIND 18.33% 982,348 $17M $17.30 -$11M -928,758 -48.6%
4 SXI 15.45% 56,214 $14M $254.86 -$2M -20,173 -26.4%
5 VITL 9.46% 620,825 $9M $14.12 -$7M +113,505 +22.4%
6 JBI 6.72% 1,209,226 $6M $5.15 -$2M
7 KN 5.26% 189,817 $5M $25.68 +189,817 NEW
8 PATK —% -$13M -116,967 -100.0% SOLD

New Positions

SymbolValue% Port
KN $5M 5.26%

Sold Out Positions

SymbolValue% Port
PATK —%
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