Anchor Capital Management Company, LLC
Anchor Capital Management Company, LLC is an investment adviser headquartered in Raleigh, North Carolina. The firm provides investment management services, including operating pooled investment vehicles and managing institutional equity strategies. Anchor Capital Management Company, LLC is registered with the SEC (CIK: 0002009885) and serves clients such as pooled investment vehicles and institutional investors. The employee count is low, with about 3 people reported. The firm appears focused on disciplined value-oriented investing and risk management, with a track record of operating actively managed funds and separately managed accounts.
Investment Strategy
Anchor Capital Management Company, LLC focuses on managing actively managed pooled investment vehicles, most notably the Anchor Capital LP fund, which had approximately $120 million in assets as of 2021. The firm employs a value-oriented, equity-focused strategy aimed at consistent, risk-managed returns for institutional clients and pooled vehicles. Their approach emphasizes due diligence, portfolio diversification, and risk controls, seeking to generate long-term capital appreciation while minimizing downside risk.
Latest 13F Filing Activity
Anchor Capital Management Company, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $121M. The fund increased holdings in Iridium Communications Inc., Lindblad Expeditions HLDGS I, Vital Farms Inc. among other positions. Anchor Capital Management Company, LLC reduced exposure to Unisys Corp., Air Transport Services GRP I, Janus International Group in among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IRDM | IRIDIUM COMMUNICATIONS INC | 22.27% | $26.9M | 890,917 | $34.00 | $30.17 | +$5.7M |
P PATK | PATRICK INDS INC | 19.12% | $23.1M | 250,132 | $71.27 | $92.27 | +$1.9M |
L LIND | LINDBLAD EXPEDITIONS HLDGS I | 17.21% | $20.8M | 1,779,903 | $9.94 | $11.67 | +$5.5M |
V VITL | VITAL FARMS INC | 11.43% | $13.8M | 358,259 | $36.71 | $38.52 | +$5.2M |
S SXI | STANDEX INTL CORP | 8.87% | $10.7M | 68,396 | $160.53 | $156.48 | +$1.6M |
Industry Allocation
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