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ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

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13F filer, CIK 2009885, RALEIGH, NC

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC reported $92,709,630 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-009221

Period
2026-03-31
Reported value
$92.7M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HLMNadded+630,000$5.24M
KNnew+189,817$4.87M
MGRCadded+40,352$4.45M
VITLadded+113,505$1.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LINDreduced-928,758-$16.1M
PATKexited-116,967-$12.7M
SXIreduced-20,173-$5.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001398344-26-009221, largest first. % of portfolio is the value over $92,709,630, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,000 shares; 2025Q3: 1,417,772 shares; 2025Q4: 1,905,478 shares; 2026Q1: 2,535,478 shares 2,535,478$21.1M22.75%+630,000Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 84,500 shares; 2025Q3: 108,500 shares; 2025Q4: 144,859 shares; 2026Q1: 185,211 shares 185,211$20.4M22.03%+40,352Timeline
LINDLINDBLAD EXPEDITIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430,575 shares; 2024Q4: 1,529,089 shares; 2025Q1: 1,644,903 shares; 2025Q2: 1,779,903 shares; 2025Q3: 1,911,106 shares; 2025Q4: 1,911,106 shares; 2026Q1: 982,348 shares 982,348$17M18.33%-928,758Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,396 shares; 2025Q2: 68,396 shares; 2025Q3: 98,394 shares; 2025Q4: 76,387 shares; 2026Q1: 56,214 shares 56,214$14.3M15.45%-20,173Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 404,152 shares; 2025Q1: 283,259 shares; 2025Q2: 358,259 shares; 2025Q3: 357,659 shares; 2025Q4: 507,320 shares; 2026Q1: 620,825 shares 620,825$8.77M9.46%+113,505Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975,000 shares; 2024Q4: 360,000 shares; 2025Q1: 356,923 shares; 2025Q2: 356,923 shares; 2025Q3: 554,663 shares; 2025Q4: 1,209,226 shares; 2026Q1: 1,209,226 shares 1,209,226$6.23M6.72%0Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,817 shares 189,817$4.87M5.26%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PATKPATRICK INDS INC116,967$12.7Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-009221 base2026-05-15acceptance time not in the bulk data set