Anchor Capital Management Company, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Anchor Capital Management Company, LLC disclosed 8 US equity positions worth $97.0m in its Q2 2026 13F filing. The largest position was MGRC at 24.0% of the reported book, followed by HLMN and RXO. Against the Q1 2026 filing, it opened 5 new positions, added to 3 and reduced 0 among the top 8 holdings.
What did Anchor Capital Management Company, LLC own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MGRC MCGRATH RENTCORP | Industrials | 24.0% | $23.3m | 192,426 | 4% | added |
| 2 | HLMN HILLMAN SOLUTIONS CORP | Industrials | 22.4% | $21.7m | 2,574,265 | 2% | added |
| 3 | RXO RXO INC | Industrials | 14.4% | $13.9m | 504,800 | – | new |
| 4 | PATK PATRICK INDS INC | Consumer Cyclical | 14.4% | $13.9m | 155,036 | – | new |
| 5 | JBI JANUS INTERNATIONAL GROUP IN | Industrials | 10.9% | $10.6m | 1,909,226 | 58% | added |
| 6 | CVLG COVENANT LOGISTICS GROUP INC | Industrials | 7.3% | $7.1m | 161,078 | – | new |
| 7 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 3.3% | $3.2m | 267,289 | – | new |
| 8 | PAL PROFICIENT AUTO LOGISTICS IN | 3.3% | $3.2m | 464,292 | – | new |
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.