Anchor Capital Management Company, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Anchor Capital Management Company, LLC reported 9 stock positions worth $120.7 million. Its top holding was Iridium Communications (IRDM) at 22.3% of the portfolio, followed by Patrick Industries (PATK, 19.1%) and Lindblad Expeditions (LIND, 17.2%). Compared with Q1 2025, it opened 1 new position, sold out of 2 and added to 6. The biggest buy was a new position in Hillman Solutions (HLMN) and the biggest sale an exit from Unisys (UIS).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002009885
- Portfolio Value
- $120.7M (Q2 2025)
- SEC Filing
- 0001398344-25-015404 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $120.7M
| IRDM Iridium Communications Inc. | 22.27% | 890,917 | $26.9M | Add +14.8% |
| PATK Patrick Industries Inc. | 19.12% | 250,132 | $23.1M | No change |
| LIND Lindblad Expeditions Holding | 17.21% | 1,779,903 | $20.8M | Add +8.2% |
| VITL Vital Farms Inc. | 11.43% | 358,259 | $13.8M | Add +26.5% |
| SXI Standex International Corp. | 8.87% | 68,396 | $10.7M | Add +21.3% |
| MGRC McGrath Rentcorp | 8.12% | 84,500 | $9.8M | Add +48.3% |
| CLW Clearwater Paper Corp. | 6.43% | 285,053 | $7.8M | Add +14.9% |
| HLMN Hillman Solutions Corp. | 4.14% | 700,000 | $5.0M | New |
| JBI Janus International Group Inc. | 2.41% | 356,923 | $2.9M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| HLMN Hillman Solutions Corp. | New | 4.14% | +4.14 |
| VITL Vital Farms Inc. | Add +26.5% | 11.43% | +2.80 |
| LIND Lindblad Expeditions Holding | Add +8.2% | 17.21% | +1.96 |
| MGRC McGrath Rentcorp | Add +48.3% | 8.12% | +1.77 |
| IRDM Iridium Communications Inc. | Add +14.8% | 22.27% | +1.07 |
| CLW Clearwater Paper Corp. | Add +14.9% | 6.43% | +0.14 |
| SXI Standex International Corp. | Add +21.3% | 8.87% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $97.0M | MGRC, HLMN, RXO, PATK, JBI |
| Q1 2026 | 7 | $92.7M | HLMN, MGRC, LIND, SXI, VITL |
| Q4 2025 | 7 | $112.7M | LIND, SXI, HLMN, VITL, MGRC |
| Q3 2025 | 8 | $116.2M | LIND, SXI, VITL, HLMN, IRDM |
| Q2 2025 | 9 | $120.7M | IRDM, PATK, LIND, VITL, SXI |
| Q1 2025 | 10 | $100.0M | IRDM, PATK, LIND, SXI, VITL |
| Q4 2024 | 8 | $115.7M | ATSG, IRDM, PATK, LIND, VITL |
| Q3 2024 | 8 | $107.4M | IRDM, PATK, ATSG, LIND, JBI |
| Q2 2024 | 8 | $94.3M | IRDM, PATK, ATSG, LIND, SXI |
| Q1 2024 | 9 | $83.1M | IRDM, PATK, ATSG, SXI, LIND |