Anchor Capital Management Company, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Anchor Capital Management Company, LLC reported 7 stock positions worth $92.7 million. Its top holding was Hillman Solutions (HLMN) at 22.8% of the portfolio, followed by McGrath Rentcorp (MGRC, 22.0%) and Lindblad Expeditions (LIND, 18.3%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 2. The biggest buy was McGrath Rentcorp (MGRC, shares +28%) and the biggest sale an exit from Patrick Industries (PATK).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0002009885
- Portfolio Value
- $92.7M (Q1 2026)
- SEC Filing
- 0001398344-26-009221 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $92.7M
| HLMN Hillman Solutions Corp. | 22.75% | 2,535,478 | $21.1M | Add +33.1% |
| MGRC McGrath Rentcorp | 22.03% | 185,211 | $20.4M | Add +27.9% |
| LIND Lindblad Expeditions Holding | 18.33% | 982,348 | $17.0M | Reduce -48.6% |
| SXI Standex International Corp. | 15.45% | 56,214 | $14.3M | Reduce -26.4% |
| VITL Vital Farms Inc. | 9.46% | 620,825 | $8.8M | Add +22.4% |
| JBI Janus International Group Inc. | 6.72% | 1,209,226 | $6.2M | No change |
| KN Knowles Corp. | 5.26% | 189,817 | $4.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |