ANCHOR CAPITAL ADVISORS LLC
CIK 813933 · Holdings on Sep 30, 2023 · First reported Nov 9, 2023
Top ten holdings
Q3 2023- SHV4.67%
- MCK2.66%
- CBOE2.42%
- FANG2.14%
- BAH2.05%
- MKL2.05%
- HES1.94%
- CASY1.90%
- ADI1.88%
- WSO1.86%
Share classes counted separately23.57%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $167.13M | 4.67% | 1.51M shares | — | ↗▾ | |
| 02 | MCKMCKESSON CORP View history and evidence | $95.21M | 2.66% | 218.94K shares | — | ↗▾ | |
| 03 | CBOECBOE GLOBAL MARKETS INC View history and evidence | $86.51M | 2.42% | 553.83K shares | — | ↗▾ | |
| 04 | FANGDIAMONDBACK ENERGY INC View history and evidence | $76.46M | 2.14% | 493.66K shares | — | ↗▾ | |
| 05 | BAHBOOZ ALLEN HAMILTON HOLDINGSCL A View history and evidence | $73.50M | 2.05% | 672.64K shares | — | ↗▾ | |
| 06 | MKLMARKEL GROUP INC View history and evidence | $73.49M | 2.05% | 49.91K shares | — | ↗▾ | |
| 07 | HESHESS CORP View history and evidence | $69.55M | 1.94% | 454.58K shares | — | ↗▾ | |
| 08 | CASYCASEY'S GENERAL STORES INC View history and evidence | $68.07M | 1.90% | 250.69K shares | — | ↗▾ | |
| 09 | ADIANALOG DEVICES INC View history and evidence | $67.20M | 1.88% | 383.81K shares | — | ↗▾ | |
| 10 | WSOWATSCO INC View history and evidence | $66.39M | 1.86% | 175.76K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WTW WILLIS TOWERS WATSON PLC | Non-derivative | — | — | SEC filing ↗ | |
| IFF INTL FLAVORS & FRAGRANCES | Non-derivative | — | — | SEC filing ↗ | |
| SEDG SOLAREDGE TECHNOLOGIES INC | Non-derivative | — | — | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 813933 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3578008842
}Research all 263 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.