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Institutional portfolios / 13F

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$96,957,971
As of June 30, 2026
Positions
8
Across disclosed securities
Top 5 weight
86.1%
Share of reported value

View SEC filing · Published 2026-08-14 13:00 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
MCGRATH RENTCORPCOM · MGRC
Holding details

Reported CUSIP: 580589109

Issuer filings on SEC

Reported row 5 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 192,426 SH $23,289,319 24.02%24.02% —Comparison unavailable
HILLMAN SOLUTIONS CORPCOM · HLMN
Holding details

Reported CUSIP: 431636109

Issuer filings on SEC

Reported row 3 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,574,265 SH $21,726,797 22.41%22.41% —Comparison unavailable
RXO INCCOMMON STOCK · RXO
Holding details

Reported CUSIP: 74982T103

Issuer filings on SEC

Reported row 8 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 504,800 SH $13,927,432 14.36%14.36% —Comparison unavailable
PATRICK INDS INCCOM · PATK
Holding details

Reported CUSIP: 703343103

Issuer filings on SEC

Reported row 6 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 155,036 SH $13,919,132 14.36%14.36% —Comparison unavailable
JANUS INTERNATIONAL GROUP INCOMMON STOCK · JBI
Holding details

Reported CUSIP: 47103N106

Issuer filings on SEC

Reported row 4 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,909,226 SH $10,596,204 10.93%10.93% —Comparison unavailable
COVENANT LOGISTICS GROUP INCCL A
Holding details

Reported CUSIP: 22284P105

Issuer filings on SEC

Reported row 2 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 161,078 SH $7,116,426 7.34%7.34% —Comparison unavailable
CONCRETE PUMPING HLDGS INCCOM · BBCP
Holding details

Reported CUSIP: 206704108

Issuer filings on SEC

Reported row 1 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 267,289 SH $3,220,832 3.32%3.32% —Comparison unavailable
PROFICIENT AUTO LOGISTICS INCOM · PAL
Holding details

Reported CUSIP: 74317M104

Issuer filings on SEC

Reported row 7 · 0001398344-26-014468

Quarterly change unavailable. Security identity or split coverage is incomplete.

 464,292 SH $3,161,829 3.26%3.26% —Comparison unavailable