ANCHOR CAPITAL MANAGEMENT COMPANY, LLC

1) Portfolio Overview

As of 2025-09-30 ANCHOR CAPITAL MANAGEMENT’s 13F reports a very small, highly concentrated equity portfolio valued at $33.03 million, down 72.6% from $120.70 million on 2025-06-30. The filer holds only 3 reported long equity positions. There were no new positions this quarter and six positions were fully exited. The dramatic reduction in reported 13F assets and the move from a larger multi-name book to three names are the dominant features of this filing.

Key numeric poi...