Anchor Capital Management Company, LLC
Net seller this quarter
$97M
8
-$16.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MGRC | $23.3M | 24.02% | 0.79% | +3.9% | Q4 2023 |
 HLMN | $21.7M | 22.41% | 1.32% | +1.5% | Q2 2025 |
 RXO | $13.9M | 14.36% | 0.31% | New | Q2 2026 |
 PATK | $13.9M | 14.36% | 0.48% | Not reported | Q4 2023 |
 JBI | $10.6M | 10.93% | 1.40% | +57.9% | Q2 2024 |
 CVLG | $7.12M | 7.34% | Not reported | New | Q2 2026 |
 BBCP | $3.22M | 3.32% | 0.53% | New | Q2 2026 |
 PAL | $3.16M | 3.26% | 1.66% | New | Q2 2026 |
| Q1 2026 | |||||
| HLMN | $21.1M | 22.75% | 1.29% | +33.1% | Q2 2025 |
| MGRC | $20.4M | 22.03% | 0.75% | +27.9% | Q4 2023 |
 LIND | $17M | 18.33% | 1.50% | -48.6% | Q4 2023 |
 SXI | $14.3M | 15.45% | 0.47% | -26.4% | Q4 2023 |
 VITL | $8.77M | 9.46% | 1.41% | +22.4% | Q1 2024 |
| JBI | $6.23M | 6.72% | 0.87% | Not reported | Q2 2024 |
 KN | $4.87M | 5.26% | 0.22% | New | Q1 2026 |
| Q4 2025 | |||||
| LIND | $27.6M | 24.46% | 3.45% | Not reported | Q4 2023 |
| SXI | $16.6M | 14.73% | 0.63% | -22.4% | Q4 2023 |
| HLMN | $16.5M | 14.65% | 0.97% | +34.4% | Q2 2025 |
| VITL | $16.2M | 14.38% | 1.13% | +41.8% | Q1 2024 |
| MGRC | $15.2M | 13.49% | 0.59% | +33.5% | Q4 2023 |
| PATK | $12.7M | 11.26% | 0.35% | Not reported | Q4 2023 |
| JBI | $7.91M | 7.02% | 0.87% | +118.0% | Q2 2024 |
| Q3 2025 | |||||
| LIND | $24.5M | 21.05% | 3.46% | +7.4% | Q4 2023 |
| SXI | $20.8M | 17.95% | 0.82% | +43.9% | Q4 2023 |
| VITL | $14.7M | 12.67% | 0.80% | -0.2% | Q1 2024 |
| HLMN | $13M | 11.20% | 0.72% | +102.5% | Q2 2025 |
 IRDM | $12.8M | 11.05% | 0.69% | -17.5% | Q4 2023 |
| MGRC | $12.7M | 10.95% | 0.44% | +28.4% | Q4 2023 |
| PATK | $12.1M | 10.41% | 0.35% | -53.2% | Q4 2023 |
| JBI | $5.47M | 4.71% | 0.40% | +55.4% | Q2 2024 |