ANCHOR CAPITAL ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$3,512,627
Net value change ($000)
+61,602 (1.8%)
New positions
20
Sold out positions
20
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SUNB 30,053 NEW
BLDR 28,699 NEW
PAYC 22,270 NEW
CNH INDL N V 22,166 77.3%
FANG 15,104 27.7%
APD 14,626 30.0%
Q 14,141 39.6%
CASY 13,952 26.1%
SHY 12,115 58.2%
AZN 10,800 NEW
Top Reduces (Value $000, Stocks/ETFs)
AJG -37,447 -99.4%
BWXT -28,922 -86.0%
HAL -21,467 -96.5%
BSX -14,697 -33.6%
CRH -12,202 -15.3%
PGR -11,600 -70.7%
GEHC -11,028 -20.0%
IWD -10,942 -76.6%
AZN -10,236 -100.0%
BR -9,671 -26.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type