Anchor Capital Management Company, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Anchor Capital Management Company, Llc disclosed 8 stock positions valued at approximately $96.96M as of quarter-end June 30, 2026. The largest holdings include MCGRATH RENTCORP, HILLMAN SOLUTIONS CORP, and RXO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $96.96M
Holdings by Sector
Anchor Capital Management Company, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MCGRATH RENTCORP | MGRC | Industrials | 24.02% | 192,426 | +7,215 | +3.90% | $23,289,319 |
| HILLMAN SOLUTIONS CORP | HLMN | Industrials | 22.41% | 2,574,265 | +38,787 | +1.53% | $21,726,797 |
| RXO INC | RXO | Industrials | 14.36% | 504,800 | +504,800 | +100.00% | $13,927,432 |
| PATRICK INDS INC | PATK | Consumer Cyclical | 14.36% | 155,036 | +38,069 | +32.55% | $13,919,132 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 10.93% | 1,909,226 | +700,000 | +57.89% | $10,596,204 |
| COVENANT LOGISTICS GROUP INC | CVLG | Industrials | 7.34% | 161,078 | +161,078 | +100.00% | $7,116,426 |
| CONCRETE PUMPING HLDGS INC | BBCP | Industrials | 3.32% | 267,289 | +267,289 | +100.00% | $3,220,832 |
| PROFICIENT AUTO LOGISTICS IN | PAL | Industrials | 3.26% | 464,292 | +464,292 | +100.00% | $3,161,829 |
Showing 8 of 8 holdings in the latest reporting period.