We are live on ! Find out more
AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
+2.13%
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
$4.85B
AUM Growth
-$152M
Cap. Flow
-$195M
Cap. Flow %
-4.01%
Top 10 Hldgs %
27.49%
Holding
2,631
New
576
Increased
792
Reduced
409
Closed
111

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$141M
2
RBA icon
RB Global
RBA
+$62.5M
3
KVYO icon
Klaviyo
KVYO
+$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$237M
2
SEE
Sealed Air
SEE
+$133M
3
CSX icon
CSX Corp
CSX
+$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
Amazon
AMZN
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 15.86%
2 Industrials 12.84%
3 Consumer Discretionary 11.02%
4 Financials 9.2%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TS icon
2126
Tenaris
TS
$29.1B
$308 ﹤0.01%
+8
New +$308
CLS icon
2127
Celestica
CLS
$35.1B
$296 ﹤0.01%
+1
New +$301
IXAQW
2128
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$290 ﹤0.01%
25,000
– –
PHR icon
2129
Phreesia
PHR
$632M
$288 ﹤0.01%
17
-11
-39% -$227
ETSY icon
2130
Etsy
ETSY
$7.65B
$277 ﹤0.01%
+5
New +$305
IDV icon
2131
iShares International Select Dividend ETF
IDV
$8.25B
$276 ﹤0.01%
7
– –
ZLAB icon
2132
Zai Lab
ZLAB
$2.17B
$265 ﹤0.01%
15
– –
CNDA.WS
2133
DELISTED
Concord Acquisition Corp II Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50
CNDA.WS
$263 ﹤0.01%
6,450
– –
GDYN icon
2134
Grid Dynamics Holdings
GDYN
$476M
$253 ﹤0.01%
28
– –
IEP icon
2135
CALL
Icahn Enterprises
IEP
$5.17B
$252 ﹤0.01%
101
– –
DS
2136
DELISTED
Drive Shack Inc.
DS
$250 ﹤0.01%
20
-1,980
-99% -$24.8K
BSAC icon
2137
Banco Santander Chile
BSAC
$15.8B
$249 ﹤0.01%
+8
New +$233
GGB icon
2138
Gerdau
GGB
$9.44B
$240 ﹤0.01%
+65
New +$227
LPSN icon
2139
LivePerson
LPSN
$18.9M
$240 ﹤0.01%
+62
New +$345
IYE icon
2140
iShares US Energy ETF
IYE
$1.74B
$238 ﹤0.01%
5
– –
TVGNW icon
2141
Tevogen Bio Warrant
TVGNW
$9.45M
$238 ﹤0.01%
6,204
– –
MSAIW icon
2142
MultiSensor AI Holdings Warrant
MSAIW
$949K
$237 ﹤0.01%
8,347
– –
WPP
2143
DELISTED
WAUSAU PAPER CORP.
WPP
$225 ﹤0.01%
+10
New +$225
EQNR icon
2144
Equinor
EQNR
$95.9B
$213 ﹤0.01%
+9
New +$212
VIV icon
2145
Telefônica Brasil
VIV
$22.4B
$213 ﹤0.01%
+18
New +$223
ANNAW
2146
AleAnna Inc Warrant
ANNAW
$9.94M
$196 ﹤0.01%
1,385
-1,909
-58% -$342
CREVW
2147
DELISTED
Carbon Revolution PLC Warrant
CREVW
$195 ﹤0.01%
20,339
– –
CERT icon
2148
Certara
CERT
$1.17B
$185 ﹤0.01%
21
– –
ZEOWW
2149
Zeo Energy Corp Warrants
ZEOWW
$160K
$180 ﹤0.01%
5,050
– –
MGNI icon
2150
Magnite
MGNI
$2.65B
$179 ﹤0.01%
11
– –
84 85
86
87 88

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ancora Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Ancora Advisors held 2,631 positions worth $4.85B, down 3% from $5.01B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Ancora Advisors withdrew a net $195M in Q4 2025, closing 111 positions and reducing 409 holdings. Its most notable exit was Forward Air, an estimated $37.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Ancora Advisors opened a new position in Americold worth $148M.

  • Ancora Advisors's largest Q4 2025 buy was Americold: 11,528,577 shares worth $148M.
  • Ancora Advisors added most to RB Global in Q4 2025, an estimated $62.5M increase.
  • Ancora Advisors's biggest Q4 2025 reduction was Norfolk Southern, cutting an estimated $237M.
  • Ancora Advisors fully exited Forward Air in Q4 2025, selling an estimated $37.8M.
  • Ancora Advisors's ten largest holdings make up 27% of its $4.85B portfolio in Q4 2025.
  • Ancora Advisors opened 576 new positions and closed 111 in Q4 2025.
  • Ancora Advisors's portfolio value fell 3% quarter-over-quarter to $4.85B.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.