Anchor Capital Management Company
Anchor Capital Management Company reported 8 stocks worth $97M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MGRC (24.0%), HLMN (22.4%) and RXO (14.4%). Compared with Q1 2026, the fund opened new positions in RXO, PATK and CVLG, added to MGRC, HLMN and JBI and sold out of LIND, SXI and VITL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MGRC Mcgrath Rentcorp | $23.3M | 24.0% | 192K | +7,215 (+4%) | 6 of 8 | |
| 2 |  HLMN Hillman Solutions Corp | $21.7M | 22.4% | 2.6M | +39K (+2%) | 5 of 8 | |
| 3 |  RXO Rxo Inc | $13.9M | 14.4% | 505K | New position | 1 of 8 | |
| 4 |  PATK Patrick Inds Inc | $13.9M | 14.4% | 155K | New position | 7 of 8 | |
| 5 |  JBI Janus International Group in | $10.6M | 10.9% | 1.9M | +700K (+58%) | 8 of 8 | |
| 6 |  CVLG Covenant Logistics Group Inc | $7.1M | 7.3% | 161K | New position | 1 of 8 | |
| 7 |  BBCP Concrete Pumping Hldgs Inc | $3.2M | 3.3% | 267K | New position | 1 of 8 | |
| 8 |  PAL Proficient Auto Logistics in | $3.2M | 3.3% | 464K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Anchor Capital Management Company 13F FAQ
What does Anchor Capital Management Company own?
Anchor Capital Management Company reported 8 stocks worth $97M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MGRC (24.0%), HLMN (22.4%) and RXO (14.4%). The table above lists every position in the filing (the top 10 without an account).
What did Anchor Capital Management Company buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 0 trimmed and 4 sold out. New positions include RXO, PATK and CVLG. It sold all of LIND, SXI and VITL.
When will Anchor Capital Management Company file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Anchor Capital Management Company's portfolio worth?
The Q2 2026 filing reports $97M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.