1y return+15.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $116 against $157 in the S&P 500.2
Anchor Capital Management Company, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MGRCMcgrath Rentcorp | $23.3M | 24.0% | +3.9% |
| HLMNHillman Solutions Corp | $21.7M | 22.4% | +1.5% |
| RXORxo Inc | $13.9M | 14.4% | New |
| PATKPatrick Inds Inc | $13.9M | 14.4% | New |
| JBIJanus International Group In | $10.6M | 10.9% | +57.9% |
| CVLGCovenant Logistics Group Inc | $7.1M | 7.3% | New |
| BBCPConcrete Pumping Hldgs Inc | $3.2M | 3.3% | New |
| PALProficient Auto Logistics In | $3.2M | 3.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HLMNHillman Solutions Corp | June 30, 2025 | +18.2% | $21.7M |
| MGRCMcgrath Rentcorp | March 31, 2025 | +8.6% | $23.3M |
| JBIJanus International Group In | June 30, 2024 | −56.1% | $10.6M |
Sold off last quarter
- LINDLindblad Expeditions Hldgs I was $17.0M
- SXIStandex Intl Corp was $14.3M
- VITLVital Farms Inc was $8.8M
- KNKnowles Corp was $4.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.4% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | −2.6% | +2.4% |
| September 30, 2025 | −1.2% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | −8.8% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +14.1% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | −11.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Anchor Capital Management Company, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009885&type=13F-HR&dateb=&owner=include&count=40CIK 2009885
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2009885/000139834426014468/Filed August 14, 2026 · accession 0001398344-26-014468