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Anchor Capital Management Company, LLC

CIK:0002009885
Investment Adviser
$120M AUM
9 holdings
Raleigh, NC, United States
Founded:2011
3 employees
Latest filing:Jun 30, 2025

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 Buys
I
IRDMIRIDIUM COMMUNICATIONS INC
+$5.7M
L
LINDLINDBLAD EXPEDITIONS HLDGS I
+$5.5M
V
VITLVITAL FARMS INC
+$5.2M
H
HLMNHILLMAN SOLUTIONS CORP
+$5.0M
M
MGRCMCGRATH RENTCORP
+$3.4M
Top Sells
U
UISUNISYS CORP
-$5.7M
L
LINDLINDBLAD EXPEDITIONS HLDGS I
+$5.5M
V
VITLVITAL FARMS INC
+$5.2M
H
HLMNHILLMAN SOLUTIONS CORP
+$5.0M
A
ATSGAIR TRANSPORT SERVICES GRP I
-$3.8M

Top Holdings

I
IRDMIRIDIUM COMMUNICATIONS INC
+22.3%$26.9M
P
PATKPATRICK INDS INC
+19.1%$23.1M
L
LINDLINDBLAD EXPEDITIONS HLDGS I
+17.2%$20.8M
V
VITLVITAL FARMS INC
+11.4%$13.8M
S
SXISTANDEX INTL CORP
+8.9%$10.7M

Equity Positions (9)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
IRIDIUM COMMUNICATIONS INC22.27%$26.9M890,917$34.00$30.17+$5.7M
PATRICK INDS INC19.12%$23.1M250,132$71.27$92.27+$1.9M
LINDBLAD EXPEDITIONS HLDGS I17.21%$20.8M1,779,903$9.94$11.67+$5.5M
VITAL FARMS INC11.43%$13.8M358,259$36.71$38.52+$5.2M
STANDEX INTL CORP8.87%$10.7M68,396$160.53$156.48+$1.6M

Industry Allocation

TRANSPORTATION SERVICES
+21.1%
REFRIGERATION & SERVICE INDUSTRY MACHINERY
+17.9%
FOOD AND KINDRED PRODUCTS
+12.7%
CUTLERY, HANDTOOLS & GENERAL HARDWARE
+11.2%
COMMUNICATIONS EQUIPMENT, NEC
+11.1%