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CIK: 0002009885
Total reported value
$97.0M
$97.0M
8 檔
103.3%
According to the latest 13F quarterly dataset, Anchor Capital Management Company, LLC managed an equity portfolio of $97.0M at the end of Q4 2024, spanning 8 distinct U.S. exchange-listed positions.
During Q4 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 | ATSG* | Air Transport Services Group | Stock-Other | 22.16% | — | — | |
| 2 | IRDM | Iridium Communications Inc | Stock-Comm Services | 18.06% | — | — | |
| 3 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 17.53% | +14.36% | NEW | |
| 4 | LIND | Lindblad Expeditions Holding | Stock-Other | 15.67% | -18.33% | EXIT | |
| 5 | VITL | Vital Farms Inc | Stock-Other | 13.16% | -9.46% | EXIT | |
| 6 | UIS | Unisys CORP | Stock-Other | 7.19% | — | -7.83% | |
| 7 | CLW | Clearwater Paper CORP | Stock-Other | 3.94% | — | -35.11% | |
| 8 | JBI | Janus International Group In | Stock-Other | 2.29% | +4.21% | -63.08% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ATSG*, IRDM, PATK) accounted for 103.3% of total reported equity market value during Q4 2024.
During Q4 2024, Anchor Capital Management Company, LLC's top holdings by market value included ATSG* (22.2%)、IRDM (18.1%)、PATK (17.5%). The largest single position, ATSG*, represented 22.2% of total portfolio value.
In Q4 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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