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ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002009885

$97.0M

disclosed book value

8

positions

24%

largest position share

Positions, as of 2026-06-30

top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MGRCMCGRATH RENTCORP192,426$23.3M24%
2HLMNHILLMAN SOLUTIONS CORP2.6M$21.7M22.4%
3RXORXO INC504,800$13.9M14.4%
4PATKPATRICK INDS INC155,036$13.9M14.4%
5JBIJANUS INTERNATIONAL GROUP IN1.9M$10.6M10.9%
6CVLGCOVENANT LOGISTICS GROUP INC161,078$7.1M7.3%
7BBCPCONCRETE PUMPING HLDGS INC267,289$3.2M3.3%
8PALPROFICIENT AUTO LOGISTICS IN464,292$3.2M3.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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