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CIK: 0002009885
Total reported value
$97.0M
$97.0M
8 檔
75.9%
According to the latest 13F quarterly dataset, Anchor Capital Management Company, LLC managed an equity portfolio of $97.0M at the end of Q2 2024, spanning 8 distinct U.S. exchange-listed positions.
During Q2 2024, Anchor Capital Management Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc | Stock-Comm Services | 19.63% | — | +11.42% | |
| 2 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 16.83% | +14.36% | NEW | |
| 3 | ATSG* | Air Transport Services Group | Stock-Other | 16.48% | — | +26.38% | |
| 4 | LIND | Lindblad Expeditions Holding | Stock-Other | 13.57% | -18.33% | EXIT | |
| 5 | SXI | Standex International CORP | Stock-Other | 11.60% | -15.45% | EXIT | |
| 6 | JBI | Janus International Group In | Stock-Other | 9.72% | +4.21% | — | |
| 7 | UIS | Unisys CORP | Stock-Other | 6.25% | — | — | |
| 8 | ERII | Energy Recovery Inc | Stock-Other | 5.92% | — | +18.17% |
According to official SEC Form 13F filings, Anchor Capital Management Company, LLC reported a total U.S. public equity portfolio value of $97.0M across 8 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IRDM, PATK, ATSG*) accounted for 75.9% of total reported equity market value during Q2 2024.
During Q2 2024, Anchor Capital Management Company, LLC's top holdings by market value included IRDM (19.6%)、PATK (16.8%)、ATSG* (16.5%). The largest single position, IRDM, represented 19.6% of total portfolio value.
In Q2 2024, Anchor Capital Management Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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