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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
+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
AUR icon
2151
Aurora
AUR
$11.7B
$173 ﹤0.01%
+45
New +$206
CDAQW
2152
DELISTED
Compass Digital Acquisition Corp. Warrant
CDAQW
$163 ﹤0.01%
8,154
– –
BENFW icon
2153
Beneficient Warrant
BENFW
$186K
$162 ﹤0.01%
15,273
– –
KIDS icon
2154
OrthoPediatrics
KIDS
$485M
$160 ﹤0.01%
9
– –
CYRX icon
2155
CryoPort
CYRX
$775M
$154 ﹤0.01%
16
– –
RCKTW icon
2156
Rocket Pharmaceuticals Warrant
RCKTW
$320K
$146 ﹤0.01%
6,000
– –
ILLM
2157
DELISTED
illumin Holdings Inc. Common Shares
ILLM
$143 ﹤0.01%
189
– –
IPO icon
2158
Renaissance IPO ETF
IPO
$154M
$138 ﹤0.01%
3
– –
RWT
2159
Redwood Trust
RWT
$616M
$138 ﹤0.01%
+25
New +$137
SITC icon
2160
SITE Centers
SITC
$230M
$128 ﹤0.01%
20
– –
NEOG icon
2161
Neogen
NEOG
$2.05B
$126 ﹤0.01%
18
– –
BRCC icon
2162
BRC Inc
BRCC
$126M
$111 ﹤0.01%
100
– –
CCSI icon
2163
Consensus Cloud Solutions
CCSI
$669M
$109 ﹤0.01%
5
– –
RIDE
2164
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$97 ﹤0.01%
67
+1
+2% +$1
RL icon
2165
Ralph Lauren
RL
$22.2B
– –
0
– –
PBMWW
2166
Psyence Biomedical Warrant
PBMWW
$416K
$92 ﹤0.01%
5,000
– –
XBPEW
2167
XBP Europe Holdings Warrant
XBPEW
$88 ﹤0.01%
3,175
– –
BSLKW
2168
DELISTED
Bolt Projects Holdings Warrant
BSLKW
$72 ﹤0.01%
4,366
– –
KIDZW
2169
KIDZ AI Inc Warrants
KIDZW
$233K
$70 ﹤0.01%
5,800
-200
-3% -$11
AAPL icon
2170
PUT
Apple
AAPL
$4.89T
$67 ﹤0.01%
21
– –
VIP
2171
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$44.4M
$65 ﹤0.01%
44
– –
CMCAW
2172
DELISTED
Capitalworks Emerging Markets Acquisition Corp Warrant
CMCAW
$63 ﹤0.01%
5,000
– –
ACB
2173
Aurora Cannabis
ACB
$165M
$51 ﹤0.01%
12
– –
ATEK.WS
2174
DELISTED
Athena Technology Acquisition Corp. II Redeemable Warrants
ATEK.WS
$50 ﹤0.01%
2,500
– –
GROV.WS
2175
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
$43 ﹤0.01%
6,139
– –
85 86
87
88 89

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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.