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CIK: 0002009885
Total reported value
$97.0M
$97.0M
8 檔
88.6%
According to the latest 13F quarterly dataset, Anchor Capital Management Company, LLC managed an equity portfolio of $97.0M at the end of Q3 2025, spanning 8 distinct U.S. exchange-listed positions.
Anchor Capital Management Company, LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LIND | Lindblad Expeditions Holding | Stock-Other | 21.05% | -18.33% | EXIT | |
| 2 | SXI | Standex International CORP | Stock-Other | 17.95% | -15.45% | EXIT | |
| 3 | VITL | Vital Farms Inc | Stock-Other | 12.67% | -9.46% | EXIT | |
| 4 | HLMN | Hillman Solutions CORP | Stock-Other | 11.20% | -0.34% | +102.54% | |
| 5 | IRDM | Iridium Communications Inc | Stock-Comm Services | 11.05% | — | -17.46% | |
| 6 | MGRC | Mcgrath Rentcorp | Stock-Other | 10.95% | +1.99% | +28.40% | |
| 7 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 10.41% | +14.36% | NEW | |
| 8 | JBI | Janus International Group In | Stock-Other | 4.71% | +4.21% | +55.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SXI | Standex International CORP | +8.9% | +43.86% | Add |
| 2 | LIND | Lindblad Expeditions Holding | +5.8% | +7.37% | Add |
| 3 | MGRC | Mcgrath Rentcorp | +4.6% | +28.40% | Add |
| 4 | VITL | Vital Farms Inc | +4% | -0.17% | Add |
| 5 | JBI | Janus International Group In | +2.1% | +55.40% | Add |
| 6 | IRDM | Iridium Communications Inc | -10.2% | -17.46% | Trim |
| 7 | PATK | Patrick Industries Inc | -10.7% | -53.24% | Trim |
| 8 | HLMN | Hillman Solutions CORP | — | NEW | New buy |
| 9 | CLW | Clearwater Paper CORP | — | EXIT | Sold out |
| 10 | UIS | Unisys CORP | — | EXIT | Sold out |
| 11 | ATSG* | Air Transport Services Group | — | EXIT | Sold out |
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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including LIND, SXI, VITL) accounted for 88.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
HLMN
市值: $13.0M
Top Position Liquidated / Trimmed
CLW
前期市值: $6.3M
During Q3 2025, Anchor Capital Management Company, LLC's top holdings by market value included LIND (21.1%)、SXI (17.9%)、VITL (12.7%). The largest single position, LIND, represented 21.1% of total portfolio value.
In Q3 2025, Anchor Capital Management Company, LLC made 11 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 2 holdings, and fully liquidating 3 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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