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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
+7.38%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCLH icon
1801
Norwegian Cruise Line
NCLH
$8.79B
$123 ﹤0.01%
5
-1,000
-100% -$24.3K
CPTK.WS
1802
DELISTED
Crown PropTech Acquisitions Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50
CPTK.WS
$121 ﹤0.01%
12,098
– –
NEOG icon
1803
Neogen
NEOG
$2.66B
$103 ﹤0.01%
18
-14
-44% -$75
RL icon
1804
Ralph Lauren
RL
$22.4B
– –
0
– –
VIP
1805
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$39.5M
$80 ﹤0.01%
44
– –
ACB
1806
Aurora Cannabis
ACB
$175M
$72 ﹤0.01%
12
– –
APLMW icon
1807
Apollomics Inc Warrant
APLMW
$1.37M
$71 ﹤0.01%
3,700
– –
TLRY icon
1808
Tilray
TLRY
$652M
$71 ﹤0.01%
4
– –
ATEK.WS
1809
DELISTED
Athena Technology Acquisition Corp. II Redeemable Warrants
ATEK.WS
$67 ﹤0.01%
2,500
– –
GROV.WS
1810
DELISTED
Grove Collaborative Holdings, Inc. Each whole warrant is exercisable for one-fifth of a share of Class A Common Stock at an exercise price of $57.50
GROV.WS
$64 ﹤0.01%
6,139
– –
INTEW
1811
DELISTED
Integral Acquisition Corporation 1 Warrants
INTEW
$62 ﹤0.01%
2,500
– –
AMZN icon
1812
CALL
Amazon
AMZN
$3.08T
$57 ﹤0.01%
+5
New +$1.13K
UTF.RT
1813
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$55 ﹤0.01%
+700
New +$53
CMCAW
1814
DELISTED
Capitalworks Emerging Markets Acquisition Corp Warrant
CMCAW
$51 ﹤0.01%
5,000
– –
BTCS icon
1815
BTCS Inc
BTCS
$51.3M
$48 ﹤0.01%
10
– –
SNAP icon
1816
CALL
Snap
SNAP
$8.33B
$46 ﹤0.01%
+25
New +$207
XAGEW
1817
DELISTED
Longevity Health Holdings, Inc. Warrant
XAGEW
$43 ﹤0.01%
2,791
– –
ONON icon
1818
On Holding
ONON
$12.6B
$42 ﹤0.01%
1
-4
-80% -$190
CEROW
1819
DELISTED
CERo Therapeutics Warrants
CEROW
$33 ﹤0.01%
2,500
– –
SOAR.WS
1820
DELISTED
Volato Group, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
SOAR.WS
$32 ﹤0.01%
3,250
– –
AMC icon
1821
AMC Entertainment Holdings
AMC
$2.52B
$29 ﹤0.01%
10
– –
UP icon
1822
Wheels Up
UP
$224M
$28 ﹤0.01%
1
– –
PITAW
1823
DELISTED
Heramba Electric plc Warrants
PITAW
$27 ﹤0.01%
4,500
– –
FNCL icon
1824
Fidelity MSCI Financials Index ETF
FNCL
$2.39B
– –
0
– –
LCID icon
1825
Lucid Motors
LCID
$2.97B
$24 ﹤0.01%
1
-2
-67% -$45
71 72
73
74 75

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.