ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

CIK 0002009885 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC reported 8 positions worth $97.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MGRC (24.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$97.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MGRC	MCGRATH RENTCORP	SH	$23.3M	24.02%	192,426	—	—
▸ 2	HLMN	HILLMAN SOLUTIONS CORP	SH	$21.7M	22.41%	2,574,265	—	—
▸ 3	RXO	RXO INC	SH	$13.9M	14.36%	504,800	—	—
▸ 4	PATK	PATRICK INDS INC	SH	$13.9M	14.36%	155,036	—	—
▸ 5	JBI	JANUS INTERNATIONAL GROUP IN	SH	$10.6M	10.93%	1,909,226	—	—
▸ 6	CVLG	COVENANT LOGISTICS GROUP INC	SH	$7.1M	7.34%	161,078	—	—
▸ 7	BBCP	CONCRETE PUMPING HLDGS INC	SH	$3.2M	3.32%	267,289	—	—
▸ 8	PAL	PROFICIENT AUTO LOGISTICS IN	SH	$3.2M	3.26%	464,292	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ANCHOR CAPITAL MANAGEMENT COMPANY, LLC hold as of Q2 2026?

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC reported 8 positions worth $97.0M in its Q2 2026 13F filing. Largest positions: MGRC (24.0%), HLMN (22.4%), RXO (14.4%), PATK (14.4%) and JBI (10.9%).

What did ANCHOR CAPITAL MANAGEMENT COMPANY, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ANCHOR CAPITAL MANAGEMENT COMPANY, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.