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Anchor Capital Management Company, LLC 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Anchor Capital Management Company, LLC disclosed 7 US equity positions worth $92.7m in its Q1 2026 13F filing. The largest position was HLMN at 22.8% of the reported book, followed by MGRC and LIND.

· Q2 2026 →

What did Anchor Capital Management Company, LLC own in Q1 2026? Top 7 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 HLMN HILLMAN SOLUTIONS CORP Industrials 22.8%$21.1m2,535,478
2 MGRC MCGRATH RENTCORP Industrials 22.0%$20.4m185,211
3 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 18.3%$17.0m982,348
4 SXI STANDEX INTL CORP Industrials 15.5%$14.3m56,214
5 VITL VITAL FARMS INC Consumer Defensive 9.5%$8.8m620,825
6 JBI JANUS INTERNATIONAL GROUP IN Industrials 6.7%$6.2m1,209,226
7 KN KNOWLES CORP Technology 5.3%$4.9m189,817

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.