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ANCHOR CAPITAL MANAGEMENT COMPANY, LLC — 13F Holdings & Portfolio

CIK 2009885 · latest 13F-HR filed 2026-08-14

Backtest portfolio

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC manages $97.0M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MGRC (24.02%), HLMN (22.41%), RXO (14.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 4; 2 existing positions rose in reported value and 0 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$97.0M

Long-equity book

Holdings
8

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+5 / −4 / ↑2 / ↓0

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MGRC24.0% · +4%HLMN22.4% · +2%RXO14.4% · newPATK14.4% · newJBI10.9% · +58%CVLG7.3% · newBBCP3.3% · newPAL3.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 16, 2026.

Assets Under Management
$2.37B
Discretionary
$2.37B
Employees
42
Accounts
2,632
Address
TWO INTERNATIONAL PLACE
SUITE 2110
BOSTON, MA 02110-4104
Phone
(617) 338-3800
Website
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
RICE, WILLIAM, PHIPPS ControlEXECUTIVE CHAIRMAN
since Apr 2018
Less than 5%Individual
ANCHOR CAPITAL HOLDINGS LPMEMBER
since Jan 2011
50–75%Domestic Entity
BPFH ACA HOLDINGS LLCMEMBER
since Jun 2006
5–10%Domestic Entity
Gorman, Kyle, FrancisCHIEF FINANCIAL OFFICER
since Jan 2019
Less than 5%Individual
LPC ACA LPMEMBER
since Apr 2018
25–50%Domestic Entity
McGovern, KristenCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
since Jan 2026
Less than 5%Individual
RICE, WILLIAM, PHIPPSCHIEF EXECUTIVE OFFICER, DIRECTOR
since Apr 2018
Less than 5%Individual
ANCHOR CAPITAL ADVISORS, MANAGER LLC Control
Indirect owner via ANCHOR CAPITAL HOLDINGS LP
GENERAL PARTNER
since Apr 2018
General partner, trustee or managerDomestic Entity
BRENNAN, SETH, WILLIAM Control
Indirect owner via LPC ACA GP LLC
MEMBER
since Dec 2017
50–75%Individual
LENESS, ANTHONY, HARFIELD Control
Indirect owner via LPC ACA GP LLC
MEMBER
since Dec 2017
50–75%Individual
LPC ACA GP LLC Control
Indirect owner via LPC ACA LP
GENERAL PARTNER
since Apr 2018
General partner, trustee or managerDomestic Entity
BPFH HOLDINGS LLC
Indirect owner via BPFH ACA HOLDINGS LLC
MEMBER, MANAGER
since Nov 2024
75% or moreDomestic Entity
Ownership & leadership changes · 15 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 16, 2026 filing
  • No longer listedDEBONO SCHAFER, DIANE, MARIE · SECRETARY, CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Nov 2012
  • AddedMcGovern, Kristen · CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER · Less than 5%
  • ChangedBPFH ACA HOLDINGS LLC · ownership 10–25% → 5–10%
Mar 19, 2025 filing
  • No longer listedSILICON VALLEY BANK · MANAGER, MEMBER · 75% or more · indirect via BPFH ACA HOLDINGS LLC · control person · listed since Jul 2021
  • AddedBPFH HOLDINGS LLC · MEMBER, MANAGER · 75% or more · indirect via BPFH ACA HOLDINGS LLC
Oct 17, 2024 filing
  • No longer listedDeSisto, JENNIFER, KRISTINE · CHIEF INVESTMENT OFFICER · Less than 5% · listed since Mar 2020
Mar 27, 2024 filing
  • ChangedANCHOR CAPITAL HOLDINGS LP · ownership 5–10% → 50–75%
Mar 10, 2023 filing
  • No longer listedBOSTON PRIVATE FINANCIAL HOLDINGS INC. · MANAGER, MEMBER · 75% or more · indirect via BPFH ACA HOLDINGS LLC · listed since Jun 2006
  • AddedSILICON VALLEY BANK · MANAGER, MEMBER · 75% or more · indirect via BPFH ACA HOLDINGS LLC · control person
  • ChangedANCHOR CAPITAL HOLDINGS LP · ownership 50–75% → 5–10%
Mar 8, 2021 filing
  • No longer listedRICE, WILLIAM, PHIPPS · MEMBER · 25–50% · indirect via ANCHOR CAPITAL HOLDINGS LP · listed since Apr 1983
  • AddedDeSisto, JENNIFER, KRISTINE · CHIEF INVESTMENT OFFICER · Less than 5%
  • AddedGorman, Kyle, Francis · CHIEF FINANCIAL OFFICER · Less than 5%
  • ChangedANCHOR CAPITAL HOLDINGS LP · ownership 25–50% → 50–75%
  • ChangedBPFH ACA HOLDINGS LLC · ownership 25–50% → 10–25%
May 30, 2019 filing
  • No longer listedBERGEN, MARK, DAVID · PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Apr 2018
May 2, 2018 filing
  • No longer listedANCHOR CAPITAL HOLDINGS LLC · MEMBER, MANAGER · 75% or more · control person · listed since Jun 2006
  • No longer listedANCHOR CAPITAL NON-MANAGER MEMBER LLC · MEMBER · 10–25% · listed since Jan 2011
  • No longer listedBOSTON PRIVATE FINANCIAL HOLDINGS INC. · MANAGER, MEMBER · 75% or more · indirect via ANCHOR CAPITAL HOLDINGS LLC · control person · listed since Jun 2006
  • No longer listedBROWN, STEPHEN, CARTER · DIRECTOR · Less than 5% · control person · listed since Apr 1986
  • No longer listedBrush, Candida, Greer · DIRECTOR · Less than 5% · control person · listed since Jul 2016
  • No longer listedDALTON, TIMOTHY, GEORGE · DIRECTOR · Less than 5% · control person · listed since Jan 2008
  • No longer listedDEUTSCH, CLAYTON, GEORGE · DIRECTOR · Less than 5% · control person · listed since Oct 2010
  • No longer listedKAYE, DAVID, JOHN · DIRECTOR · Less than 5% · control person · listed since Oct 2010
  • AddedANCHOR CAPITAL ADVISORS, MANAGER LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ANCHOR CAPITAL HOLDINGS LP · control person
  • AddedANCHOR CAPITAL HOLDINGS LP · MEMBER · 25–50%
  • AddedBOSTON PRIVATE FINANCIAL HOLDINGS INC. · MANAGER, MEMBER · 75% or more · indirect via BPFH ACA HOLDINGS LLC
  • AddedBPFH ACA HOLDINGS LLC · MEMBER · 25–50%
  • AddedBRENNAN, SETH, WILLIAM · MEMBER · 50–75% · indirect via LPC ACA GP LLC · control person
  • AddedLENESS, ANTHONY, HARFIELD · MEMBER · 50–75% · indirect via LPC ACA GP LLC · control person
  • AddedLPC ACA GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LPC ACA LP · control person
  • AddedLPC ACA LP · MEMBER · 25–50%
  • AddedRICE, WILLIAM, PHIPPS · MEMBER · 25–50% · indirect via ANCHOR CAPITAL HOLDINGS LP
  • ChangedBERGEN, MARK, DAVID · title CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER → PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
  • ChangedRICE, WILLIAM, PHIPPS · title PRESIDENT, TREASURER → EXECUTIVE CHAIRMAN
  • ChangedRICE, WILLIAM, PHIPPS · title EXECUTIVE VICE PRESIDENT, DIRECTOR → CHIEF EXECUTIVE OFFICER, DIRECTOR
Oct 20, 2016 filing
  • AddedBrush, Candida, Greer · DIRECTOR · Less than 5% · control person
Mar 15, 2016 filing
  • AddedRICE, WILLIAM, PHIPPS · EXECUTIVE VICE PRESIDENT, DIRECTOR · Less than 5%
  • ChangedDEBONO SCHAFER, DIANE, MARIE · title CHIEF COMPLIANCE OFFICER → SECRETARY, CHIEF COMPLIANCE OFFICER
Older changes (6 more filings)
May 6, 2015 filing
  • No longer listedRICKABAUGH, MARK, VAYDA · EXECUTIVE VICE PRESIDENT · Less than 5% · control person · listed since Jan 1985
Mar 24, 2014 filing
  • AddedDALTON, TIMOTHY, GEORGE · DIRECTOR · Less than 5% · control person
Jun 17, 2013 filing
  • AddedBERGEN, MARK, DAVID · CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 27, 2013 filing
  • ChangedKAYE, DAVID, JOHN · ownership 10–25% → Less than 5%
Dec 3, 2012 filing
  • No longer listedKEARNEY, KATHRYN, ANN · CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2010
  • AddedDEBONO SCHAFER, DIANE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 28, 2012 filing (earliest on record)
  • ListedANCHOR CAPITAL HOLDINGS LLC · MEMBER, MANAGER · 75% or more · control person
  • ListedANCHOR CAPITAL NON-MANAGER MEMBER LLC · MEMBER · 10–25%
  • ListedBOSTON PRIVATE FINANCIAL HOLDINGS INC. · MANAGER, MEMBER · 75% or more · indirect via ANCHOR CAPITAL HOLDINGS LLC · control person
  • ListedBROWN, STEPHEN, CARTER · DIRECTOR · Less than 5% · control person
  • ListedDEUTSCH, CLAYTON, GEORGE · DIRECTOR · Less than 5% · control person
  • ListedKAYE, DAVID, JOHN · DIRECTOR · 10–25% · control person
  • ListedKEARNEY, KATHRYN, ANN · CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedRICE, WILLIAM, PHIPPS · PRESIDENT, TREASURER · Less than 5% · control person
  • ListedRICKABAUGH, MARK, VAYDA · EXECUTIVE VICE PRESIDENT · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

ANCHOR CAPITAL MANAGEMENT COMPANY, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MCGRATH RENTCORP MGRC 580589109 $23.3M 24.02% 192,426 SH
2 HILLMAN SOLUTIONS CORP HLMN 431636109 $21.7M 22.41% 2,574,265 SH
3 RXO INC RXO 74982T103 $13.9M 14.36% 504,800 SH
4 PATRICK INDS INC PATK 703343103 $13.9M 14.36% 155,036 SH
5 JANUS INTERNATIONAL GROUP IN JBI 47103N106 $10.6M 10.93% 1,909,226 SH
6 COVENANT LOGISTICS GROUP INC CVLG 22284P105 $7.1M 7.34% 161,078 SH
7 CONCRETE PUMPING HLDGS INC BBCP 206704108 $3.2M 3.32% 267,289 SH
8 PROFICIENT AUTO LOGISTICS IN PAL 74317M104 $3.2M 3.26% 464,292 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $97.0M 8 0001398344-26-014468
2026-03-31 2026-05-15 $92.7M 7 0001398344-26-009221
2025-12-31 2026-02-17 $112.7M 7 0001398344-26-003206
2025-09-30 2025-11-14 $116.2M 8 0001398344-25-020883
Filer Information
Address
3105 GLENWOOD AVENUE
SUITE 101
RALEIGH, NC 27612
Phone
(919) 755-0602
Filing Manager
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
RALEIGH, NC
Signatory
Clay Dunnagan
Manager