Anchor Capital Management Company, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Anchor Capital Management Company, LLC reported 8 stock positions worth $116.2 million. Its top holding was Lindblad Expeditions (LIND) at 21.1% of the portfolio, followed by Standex International (SXI, 17.9%) and Vital Farms (VITL, 12.7%). Compared with Q2 2025, it sold out of 1, added to 5 and reduced 3. The biggest buy was Standex International (SXI, shares +44%) and the biggest sale Iridium Communications (IRDM, shares −17%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0002009885
Portfolio Value
$116.2M (Q3 2025)
SEC Filing
0001398344-25-020883 ↗ filed Nov 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $83.1M Q1 2024 Q2 2024: $94.3M Q2 2024 Q3 2024: $107.4M Q3 2024 Q4 2024: $115.7M Q4 2024 Q1 2025: $100.0M Q1 2025 Q2 2025: $120.7M Q2 2025 Q3 2025: $116.2M $116.2M Q3 2025 Q4 2025: $112.7M Q4 2025 Q1 2026: $92.7M Q1 2026 Q2 2026: $97.0M Q2 2026

Holdings 8 stocks · $116.2M
LIND Lindblad Expeditions Holding 21.05% 1,911,106 $24.5M Add +7.4%
SXI Standex International Corp. 17.95% 98,394 $20.8M Add +43.9%
VITL Vital Farms Inc. 12.67% 357,659 $14.7M Reduce -0.2%
HLMN Hillman Solutions Corp. 11.20% 1,417,772 $13.0M Add +102.5%
IRDM Iridium Communications Inc. 11.05% 735,366 $12.8M Reduce -17.5%
MGRC McGrath Rentcorp 10.95% 108,500 $12.7M Add +28.4%
PATK Patrick Industries Inc. 10.41% 116,967 $12.1M Reduce -53.2%
JBI Janus International Group Inc. 4.71% 554,663 $5.5M Add +55.4%

Portfolio Sells Q2 2025 → Q3 2025
IRDM Iridium Communications Inc. Reduce -17.5% 11.05% −11.22
PATK Patrick Industries Inc. Reduce -53.2% 10.41% −8.71
CLW Clearwater Paper Corp. Sold out 0.00% −6.43
VITL Vital Farms Inc. Reduce -0.2% 12.67% +1.23

Portfolio Buys Q2 2025 → Q3 2025
SXI Standex International Corp. Add +43.9% 17.95% +9.08
HLMN Hillman Solutions Corp. Add +102.5% 11.20% +7.06
LIND Lindblad Expeditions Holding Add +7.4% 21.05% +3.85
MGRC McGrath Rentcorp Add +28.4% 10.95% +2.84
JBI Janus International Group Inc. Add +55.4% 4.71% +2.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$97.0MMGRC, HLMN, RXO, PATK, JBI
Q1 2026 7$92.7MHLMN, MGRC, LIND, SXI, VITL
Q4 2025 7$112.7MLIND, SXI, HLMN, VITL, MGRC
Q3 2025 8$116.2MLIND, SXI, VITL, HLMN, IRDM
Q2 2025 9$120.7MIRDM, PATK, LIND, VITL, SXI
Q1 2025 10$100.0MIRDM, PATK, LIND, SXI, VITL
Q4 2024 8$115.7MATSG, IRDM, PATK, LIND, VITL
Q3 2024 8$107.4MIRDM, PATK, ATSG, LIND, JBI
Q2 2024 8$94.3MIRDM, PATK, ATSG, LIND, SXI
Q1 2024 9$83.1MIRDM, PATK, ATSG, SXI, LIND