Ancora Advisors LLC

CIK

1446114

Location

Cleveland, OH

Portfolio Value

Small $178,910,743

Diversification

Diversified

Filing Date

Global Rank

#857 / 8,586 —

Top Industry

Auto Parts 8.4%

3Y Alpha vs SPY

-9.9%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.3%

SPY

+78.1%

Annualised alpha

-9.8%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,537 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

+0.1 pts

Top 5

22.1%

−0.9 pts

Top 10

33.0%

−1.6 pts

HHI

169

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	19.0%	$645,325,183	235
Technology	17.9%	$607,930,646	196
Consumer Cyclical	15.5%	$526,830,105	170
Financial Services	12.0%	$405,626,966	290
Healthcare	8.0%	$269,780,993	161
Real Estate	5.9%	$198,549,500	84
Basic Materials	5.3%	$178,910,743	89
Energy	5.3%	$178,289,660	80
Communication Services	4.2%	$142,244,436	65
Consumer Defensive	3.4%	$116,324,735	82
Unclassified	2.1%	$71,245,884	31
Utilities	1.4%	$48,725,314	54

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+1,763,667	1,768,357	$48,559,081
SMRT	SmartRent, Inc.	+1,533,873	2,581,473	$3,872,209
RYN	Rayonier Inc	+1,271,787	1,571,226	$32,398,679
GPRE	Green Plains Inc.	+1,016,270	2,734,926	$44,989,532
AIOT	Powerfleet, Inc.	+316,020	432,950	$1,333,486
AMTM	Amentum Holdings, Inc.	+300,773	703,119	$18,337,343
MAGN	Magnera Corp	+295,576	721,090	$6,857,565
EBS	Emergent BioSolutions Inc.	+238,798	409,267	$3,396,915
NN	Nextnav Inc.	+223,090	2,170,175	$34,766,202
ENOV	Enovis CORP	+199,941	357,246	$8,127,346
MNRO	Monro, Inc.	+170,913	274,461	$4,402,354
PRG	PROG Holdings, Inc.	+156,450	367,740	$10,550,460
RYZ	Ryerson Holding Corp	+145,661	151,992	$3,416,780
AMPY	Amplify Energy Corp.	+142,120	190,990	$1,191,777
GPGI	GPGI, Inc.	+129,390	623,461	$10,661,183
GILD	Gilead Sciences, Inc.	+126,263	130,537	$18,192,941
CXT	Crane NXT, Co.	+117,550	378,741	$15,373,097
STRZ	Starz Entertainment Corp /Cn/	+110,118	497,707	$5,723,630
RBA	Rb Global Inc.	+99,696	1,228,190	$117,722,010
GORO	Gold Resource Corp	+92,176	122,176	$146,611
COLD	Americold Realty Trust	+89,925	11,618,502	$133,148,032
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	+85,894	117,999	$7,684,094
SMG	Scotts Miracle-Gro Co	+79,170	79,206	$4,816,516
CON	Concentra Group Holdings Parent, Inc.	+76,600	403,140	$8,647,353
SF	Stifel Financial Corp	+67,036	271,103	$20,039,932
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KVYO	Klaviyo, Inc.	−1,288,455	42,300	$823,158
CCC	CCC Intelligent Solutions Holdings Inc.	−905,440	625,820	$3,754,920
MBC	MasterBrand, Inc.	−392,936	413,023	$3,432,220
RAL	Ralliant Corp	−356,588	19	$790
FG	F&G Annuities & Life, Inc.	−275,310	1,167	$29,548
MDU	Mdu Resources Group Inc	−265,067	11,242	$232,934
NPKI	NPK International Inc.	−231,210	727,350	$10,539,300
ANGI	Angi Inc.	−224,895	1	$6
INFU	InfuSystem Holdings, Inc	−207,630	80,661	$744,501
SFD	Smithfield Foods Inc	−199,364	58,258	$1,629,476
AEBI	Aebi Schmidt Holding AG	−176,112	985,500	$9,569,205
VOXR	Vox Royalty Corp.	−175,376	240,637	$1,260,937
ATMU	Atmus Filtration Technologies Inc.	−172,326	203,289	$11,540,715
KD	Kyndryl Holdings, Inc.	−150,615	10,225	$134,152
NOMD	Nomad Foods Ltd	−138,380	593,720	$5,705,649
RAIL	FreightCar America, Inc.	−132,980	149,983	$1,195,364
AMT	American Tower Corp /Ma/	−115,852	16,178	$2,791,998
SLDE	Slide Insurance Holdings, Inc.	−108,900	12,100	$217,800
BBWI	Bath & Body Works, Inc.	−105,354	73,854	$1,378,853
FWRG	First Watch Restaurant Group, Inc.	−104,767	151,252	$1,585,120
FBIN	Fortune Brands Innovations, Inc.	−95,456	278,296	$10,845,194
MEC	Mayville Engineering Company, Inc.	−93,897	32,133	$576,787
ZTS	Zoetis Inc.	−86,531	49,499	$5,851,276
TTAM	Titan America SA	−68,970	160,200	$2,399,796
VEEV	Veeva Systems Inc	−66,946	64,913	$11,402,617
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APTV	Aptiv PLC	255,520	$17,743,308
VSNT	Versant Media Group, Inc.	262,175	$9,705,718
PPHC	Public Policy Holding Company, Inc.	530,248	$6,935,643
WLY	John Wiley & Sons, Inc.	135,030	$5,144,643
ARKO	ARKO Corp.	585,278	$3,254,145
GCO	Genesco Inc	104,800	$3,038,152
SUNB	Sunbelt Rentals Holdings, Inc.	44,000	$2,863,960
NRIM	Northrim Bancorp Inc	72,320	$1,654,681
AVO	Mission Produce, Inc.	115,770	$1,592,995
AVBC	Avidia Bancorp, Inc.	75,390	$1,482,921
AMCR	Amcor plc	36,101	$1,435,014
HOFT	HOOKER FURNISHINGS Corp	109,225	$1,406,818
DAVE	Dave Inc./DE	7,540	$1,312,638
CAL	Caleres Inc	121,040	$1,275,761
MBOT	Microbot Medical Inc.	477,080	$1,149,762
GLSI	Greenwich LifeSciences, Inc.	37,500	$900,750
ASIX	AdvanSix Inc.	25,248	$616,051
MCFT	MasterCraft Boat Holdings, Inc.	29,270	$600,327
SMPL	Simply Good Foods Co	41,300	$592,655
PLAY	Dave & Buster's Entertainment, Inc.	48,139	$521,345
FET	Forum Energy Technologies, Inc.	8,740	$512,688
OPRX	OptimizeRx Corp	55,637	$349,400
WS	Worthington Steel, Inc.	10,000	$303,500
AZN	Astrazeneca PLC	1,535	$302,732
CLVT	Clarivate PLC	89,030	$225,245
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HNI	Hni Corp	216,120	$9,085,684
ROCK	Gibraltar Industries, Inc.	119,858	$5,925,779
OWL	Blue Owl Capital Inc.	248,052	$3,705,895
NGVT	Ingevity Corp	58,789	$3,479,133
TFX	Teleflex Inc	23,810	$2,905,772
VYX	NCR Voyix Corp	275,396	$2,809,039
EMBC	Embecta Corp.	223,240	$2,652,091
TALK	Talkspace, Inc.	594,750	$2,158,942
AP	Ampco Pittsburgh Corp	354,100	$1,887,353
LION	Lionsgate Studios Corp.	176,460	$1,611,079
CRD-A	Crawford & Co	84,505	$950,680
GRC	Gorman Rupp Co	19,525	$932,318
RCMT	Rcm Technologies, Inc.	44,245	$904,810
NATR	Natures Sunshine Products Inc	41,069	$886,268
WWW	Wolverine World Wide Inc /De/	40,667	$738,106
PESI	Perma Fix Environmental Services Inc	57,927	$729,300
GNK	Genco Shipping & Trading Ltd	39,171	$721,921
DSGR	Distribution Solutions Group, Inc.	24,865	$681,052
EGY	Vaalco Energy Inc /De/	184,532	$671,696
AXTI	Axt Inc	41,000	$670,350
BBCP	Concrete Pumping Holdings, Inc.	86,465	$580,179
CORT	Corcept Therapeutics Inc	15,588	$542,462
SBSW	Sibanye Stillwater Ltd	37,000	$527,250
HURC	Hurco Companies Inc	32,354	$499,868
RMNI	Rimini Street, Inc.	128,687	$499,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 positions · $178,910,743 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GPRE	Green Plains Inc. Basic Materials	Added	2,734,926	+1,016,270	$44,989,532	+167.1%	25.15%
LIN	Linde PLC Basic Materials	Reduced	43,196	-5,738	$21,414,848	+2.6%	11.97%
CRH	Crh Public Ltd Co Basic Materials	Reduced	192,627	-18,982	$20,248,949	−23.3%	11.32%
SHW	Sherwin Williams Co Basic Materials	Reduced	50,844	-18	$16,298,044	−1.1%	9.11%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	175,387	-56,932	$13,357,473	+18.4%	7.47%
AMRZ	Amrize Ltd Basic Materials	Reduced	230,763	-17,417	$12,927,342	−3.7%	7.23%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	183,536	-4,804	$8,405,948	+11.0%	4.70%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	27,450	-99	$7,973,950	+17.2%	4.46%
MLM	Martin Marietta Materials Inc Basic Materials	Added	10,430	+1	$6,139,932	−5.4%	3.43%
SMG	Scotts Miracle-Gro Co Basic Materials	Added	79,206	+79,170	$4,816,516	+229257.9%	2.69%
RGLD	Royal Gold Inc Basic Materials	Reduced	16,467	-4,550	$4,190,686	−10.3%	2.34%
IFF	International Flavors & Fragrances Inc Basic Materials	Added	51,141	+47,467	$3,710,278	+1398.6%	2.07%
TTAM	Titan America SA Basic Materials	Reduced	160,200	-68,970	$2,399,796	−36.5%	1.34%
CTVA	Corteva, Inc. Basic Materials	Added	17,632	+225	$1,475,974	+26.5%	0.82%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	11,919	-131	$1,290,231	+7.2%	0.72%
VOXR	Vox Royalty Corp. Basic Materials	Reduced	240,637	-175,376	$1,260,937	−36.1%	0.70%
DOW	Dow Inc. Basic Materials	Added	24,434	+7,000	$1,017,676	+149.7%	0.57%
CLF	Cleveland-Cliffs Inc. Basic Materials	Reduced	99,304	-10,421	$839,118	−42.4%	0.47%
ACNT	Ascent Industries Co. Basic Materials	Added	49,750	+670	$662,172	−16.7%	0.37%
HBM	Hudbay Minerals Inc. Basic Materials	Held	30,500	0	$637,450	+5.3%	0.36%
ASIX	AdvanSix Inc. Basic Materials	NEW	25,248	NEW	$616,051	NEW	0.34%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	6,695	-45	$393,532	+15.0%	0.22%
VMC	Vulcan Materials CO Basic Materials	Added	1,336	+36	$363,792	−1.9%	0.20%
MOS	Mosaic Co Basic Materials	Reduced	12,095	-753	$308,422	−0.4%	0.17%
WS	Worthington Steel, Inc. Basic Materials	NEW	10,000	NEW	$303,500	NEW	0.17%
FTCO	Fortitude Gold Corp Basic Materials	NEW	44,510	NEW	$220,769	NEW	0.12%
RYAM	Rayonier Advanced Materials Inc. Basic Materials	Held	19,112	0	$211,569	+87.9%	0.12%
ECL	Ecolab Inc. Basic Materials	Added	786	+49	$209,091	+8.1%	0.12%
SCCO	Southern Copper Corp/ Basic Materials	Added	1,030	+8	$177,221	+21.8%	0.10%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	1,160	+41	$151,971	+15.6%	0.08%
GORO	Gold Resource Corp Basic Materials	Added	122,176	+92,176	$146,611	+488.8%	0.08%
KNF	Knife River Corp Basic Materials	Held	1,484	0	$121,168	+16.1%	0.07%
RPM	Rpm International Inc/De/ Basic Materials	Held	1,048	0	$104,171	−4.4%	0.06%
MP	MP Materials Corp. / DE Basic Materials	Added	2,070	+1,700	$99,898	+434.4%	0.06%
RS	Reliance, Inc. Basic Materials	Held	319	0	$96,950	+5.2%	0.05%
NTR	Nutrien Ltd. Basic Materials	Added	1,131	+120	$85,345	+36.8%	0.05%
CF	CF Industries Holdings, Inc. Basic Materials	Added	618	+160	$80,241	+126.5%	0.04%
PRM	Perimeter Solutions, Inc. Basic Materials	Held	3,190	0	$77,899	−11.3%	0.04%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	376	+16	$76,320	+25.1%	0.04%
AU	AngloGold Ashanti PLC Basic Materials	Held	761	0	$74,090	+14.2%	0.04%
FNV	FRANCO NEVADA Corp Basic Materials	Held	272	0	$67,197	+19.2%	0.04%
BHP	BHP Group Ltd Basic Materials	Added	861	+63	$62,629	+30.0%	0.04%
PAAS	Pan American Silver Corp Basic Materials	Added	1,026	+192	$56,050	+29.7%	0.03%
ORLA	Orla Mining Ltd. Basic Materials	Held	3,180	0	$51,293	+19.7%	0.03%
ESI	Element Solutions Inc Basic Materials	Held	1,366	0	$46,635	+36.6%	0.03%
RIO	Rio Tinto PLC Basic Materials	Held	438	0	$40,861	+16.6%	0.02%
EMN	Eastman Chemical Co Basic Materials	Added	480	+41	$36,633	+30.7%	0.02%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Held	205	0	$35,182	+6.3%	0.02%
PPG	Ppg Industries Inc Basic Materials	Added	315	+85	$33,667	+42.9%	0.02%
JHX	James Hardie Industries plc Basic Materials	Added	1,743	+1,079	$33,012	+139.6%	0.02%