ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Top Portfolio Positions
7 positions ·
$92,709,627 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLMN |
Hillman Solutions Corp.
Industrials
|
2,535,478 | $21,095,176 | 22.75% | |
| MGRC |
Mcgrath Rentcorp
Industrials
|
185,211 | $20,425,069 | 22.03% | |
| LIND |
Lindblad Expeditions Holdings, Inc.
Consumer Cyclical
|
982,348 | $16,994,620 | 18.33% | |
| SXI |
Standex International Corp/De/
Industrials
|
56,214 | $14,326,700 | 15.45% | |
| VITL |
Vital Farms, Inc.
Consumer Defensive
|
620,825 | $8,766,049 | 9.46% | |
| JBI |
Janus International Group, Inc.
Industrials
|
1,209,226 | $6,227,513 | 6.72% | |
| KN |
Knowles Corp
Technology
|
189,817 | $4,874,500 | 5.26% |
Portfolio Trend
Holdings in HLMN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,095,176 | 2,535,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,501,439 | 1,905,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,015,146 | 1,417,772 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,998,000 | 700,000 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||