Anchor Capital Advisors LLC Portfolio Holdings
Anchor Capital Advisors LLC
- $3.05 Billion
- Q1 2025
Anchor Capital Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkley W R Corp with a value of $87.9M, Mckesson Corp with a value of $81.7M, Cboe Global Markets, Inc. with a value of $77.4M, Markel Corp with a value of $70.4M, and Pnc Financial Services Group, Inc. with a value of $62.3M.
Examining the 13F form we can see an decrease of $191M in the current position value, from $3.25B to 3.05B.
Below you can find more details about Anchor Capital Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.05 Billion
Financial Services: $658 Million
Industrials: $472 Million
Technology: $371 Million
Healthcare: $303 Million
Real Estate: $253 Million
Consumer Cyclical: $202 Million
ETFs: $200 Million
Utilities: $177 Million
Other: $418 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 241
- Current Value $3.05 Billion
- Prior Value $3.25 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 44 stocks
- Sold out of 0 stocks
- Reduced holdings in 159 stocks