ACMC
Anchor Capital Management Company Portfolio holdings
AUM
$113M
1-Year Est. Return
6.95%
This Fund
S&P 500
1 Year Est. Return
+6.95%
AUM
$113M
AUM Growth
-$3.53M
(-3%)
Holding
8
Top Buys
| 1 | +$5.27M | |
| 2 | +$5.1M | |
| 3 | +$4.39M | |
| 4 |
McGrath RentCorp
MGRC
|
+$3.94M |
Sector Composition
| 1 | Industrials | 49.89% |
| 2 | Consumer Discretionary | 35.72% |
| 3 | Consumer Staples | 14.38% |
| 4 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lindblad Expeditions
LIND
$1.13B
| $27.6M | 24.46% |
1,911,106
|
|
||
2
Standex International
SXI
$3.04B
| $16.6M | 14.73% |
76,387
-22,007
|
|
||
3
Hillman Solutions
HLMN
$1.65B
| $16.5M | 14.65% |
1,905,478
+487,706
|
|
||
4
Vital Farms
VITL
$922M
| $16.2M | 14.38% |
507,320
+149,661
|
|
||
|
5
McGrath RentCorp
MGRC
$2.8B
| $15.2M | 13.49% |
144,859
+36,359
|
|
||
6
Patrick Industries
PATK
$4.24B
| $12.7M | 11.26% |
116,967
|
|
||
7
Janus International
JBI
$965M
| $7.91M | 7.02% |
1,209,226
+654,563
|
|
||
8
Iridium Communications
IRDM
$2.46B
| – | – |
-735,366
|
|