Anchor Capital Management Company, LLC Top Holdings and 13F Report (2026) About Anchor Capital Management Company, LLCInvestment ActivityAnchor Capital Management Company, LLC has $96.96 million in total holdings as of June 30, 2026.Anchor Capital Management Company, LLC owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 47.89% of the portfolio was purchased this quarter.About 46.37% of the portfolio was sold this quarter.This quarter, Anchor Capital Management Company, LLC has purchased 7 new stocks and bought additional shares in 3 stocks.Anchor Capital Management Company, LLC sold shares of 0 stocks and completely divested from 4 stocks this quarter.Largest Holdings McGrath RentCorp $23,289,319Hillman Solutions $21,726,797RXO $13,927,432Patrick Industries $13,919,132Janus International Group $10,596,204 Largest New Holdings this Quarter 74982T103 - RXO $13,927,432 Holding703343103 - Patrick Industries $13,919,132 Holding22284P105 - COVENANT LOGISTICS GROUP INC $7,116,426 Holding206704108 - Concrete Pumping $3,220,832 Holding74317M104 - PROFICIENT AUTO LOGISTICS IN $3,161,829 Holding Largest Purchases this Quarter RXO 504,800 shares (about $13.93M)Patrick Industries 155,036 shares (about $13.92M)COVENANT LOGISTICS GROUP INC 161,078 shares (about $7.12M)Janus International Group 700,000 shares (about $3.88M)Concrete Pumping 267,289 shares (about $3.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnchor Capital Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGRCMcGrath RentCorp$23,289,319$873,231 â–²3.9%192,42624.0%IndustrialsHLMNHillman Solutions$21,726,797$327,362 â–²1.5%2,574,26522.4%IndustrialsRXORXO$13,927,432$13,927,432 â–²New Holding504,80014.4%IndustrialsPATKPatrick Industries$13,919,132$13,919,132 â–²New Holding155,03614.4%Consumer DiscretionaryJBIJanus International Group$10,596,204$3,885,000 â–²57.9%1,909,22610.9%IndustrialsCOVENANT LOGISTICS GROUP INC$7,116,426$7,116,426 â–²New Holding161,0787.3%CL ABBCPConcrete Pumping$3,220,832$3,220,832 â–²New Holding267,2893.3%IndustrialsPROFICIENT AUTO LOGISTICS IN$3,161,829$3,161,829 â–²New Holding464,2923.3%COMLINDLindblad Expeditions$0$16,994,620 â–¼-100.0%00.0%Consumer DiscretionarySXIStandex International$0$14,326,700 â–¼-100.0%00.0%TechnologyVITLVital Farms$0$8,766,049 â–¼-100.0%00.0%Consumer StaplesKNKnowles$0$4,874,501 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
