ANCHOR CAPITAL MANAGEMENT COMPANY, LLC Diversified Active

Name: ANCHOR CAPITAL MANAGEMENT COMPANY, LLC Q2 2026 13F Filing | 13F Explorer
Creator: ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Published: 2026-08-14

Location: Raleigh, NC

CIK: 0002009885 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $96.96M (100.0% shares, 0.0% debt)

Holdings (8)

MGRC MCGRATH RENTCORP 24.0%

Value $23.29M Shares 192,426 Est. Cost — Unrealized —

HLMN HILLMAN SOLUTIONS CORP 22.4%

Value $21.73M Shares 2,574,265 Est. Cost — Unrealized —

RXO RXO INC 14.4%

Value $13.93M Shares 504,800 Est. Cost — Unrealized —

PATK PATRICK INDS INC 14.4%

Value $13.92M Shares 155,036 Est. Cost — Unrealized —

JBI JANUS INTERNATIONAL GROUP IN 10.9%

Value $10.6M Shares 1,909,226 Est. Cost — Unrealized —

CVLG COVENANT LOGISTICS GROUP INC 7.3%

Value $7.116M Shares 161,078 Est. Cost — Unrealized —

BBCP CONCRETE PUMPING HLDGS INC 3.3%

Value $3.221M Shares 267,289 Est. Cost — Unrealized —

PAL PROFICIENT AUTO LOGISTICS IN 3.3%

Value $3.162M Shares 464,292 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MGRC	MCGRATH RENTCORP	192,426	$23.29M	24.0%	—	—	COM	580589109
HLMN	HILLMAN SOLUTIONS CORP	2,574,265	$21.73M	22.4%	—	—	COM	431636109
RXO	RXO INC	504,800	$13.93M	14.4%	—	—	COMMON STOCK	74982T103
PATK	PATRICK INDS INC	155,036	$13.92M	14.4%	—	—	COM	703343103
JBI	JANUS INTERNATIONAL GROUP IN	1,909,226	$10.6M	10.9%	—	—	COMMON STOCK	47103N106
CVLG	COVENANT LOGISTICS GROUP INC	161,078	$7.116M	7.3%	—	—	CL A	22284P105
BBCP	CONCRETE PUMPING HLDGS INC	267,289	$3.221M	3.3%	—	—	COM	206704108
PAL	PROFICIENT AUTO LOGISTICS IN	464,292	$3.162M	3.3%	—	—	COM	74317M104