ANCHOR CAPITAL ADVISORS LLC Q2 2022 Filing

Filed August 4, 2022

Portfolio Value

$3.9T

Holdings

270

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (270 positions)

#StockSharesValue% PortfolioType
1
FRCBFIRST REP BK SAN FRANCISCO C
670,498$96.7B2.45%
2
DGDOLLAR GEN CORP NEW
365,296$89.7B2.27%
3
MCKMCKESSON CORP
269,685$88.0B2.23%
4
MTBM & T BK CORP
523,163$83.4B2.11%
5
CBOECBOE GLOBAL MKTS INC
714,689$80.9B2.05%
6
BAHBOOZ ALLEN HAMILTON HLDG COR
891,918$80.6B2.04%
7
FLRFLUOR CORP NEW
3,285,787$80.0B2.03%
8
SUISUN CMNTYS INC
475,070$75.7B1.92%
9
MKLMARKEL CORP
56,814$73.5B1.86%
10
BRBROADRIDGE FINL SOLUTIONS IN
514,419$73.3B1.86%
11
FAFFIRST AMERN FINL CORP
1,363,790$72.2B1.83%
12
ULTAULTA BEAUTY INC
180,229$69.5B1.76%
13
ETRENTERGY CORP NEW
602,341$67.8B1.72%
14
NSPINSPERITY INC
648,488$64.7B1.64%
15
BWXTBWX TECHNOLOGIES INC
1,160,639$63.9B1.62%
16
ADIANALOG DEVICES INC
434,988$63.5B1.61%
17
FANGDIAMONDBACK ENERGY INC
523,575$63.4B1.61%
18
SSNCSS&C TECHNOLOGIES HLDGS INC
1,046,329$60.8B1.54%
19
AOSSMITH A O CORP
1,100,089$60.2B1.52%
20
GLGLOBE LIFE INC
615,035$59.9B1.52%
21
PORPORTLAND GEN ELEC CO
1,225,705$59.2B1.50%
22
HESHESS CORP
553,621$58.7B1.49%
23
BSXBOSTON SCIENTIFIC CORP
1,505,958$56.1B1.42%
24
WSOWATSCO INC
231,757$55.3B1.40%
25
LBRDKLIBERTY BROADBAND CORP
472,846$54.7B1.39%
26
HSYHERSHEY CO
253,902$54.6B1.38%
27
CASYCASEYS GEN STORES INC
287,569$53.2B1.35%
28
WATWATERS CORP
152,854$50.6B1.28%
29
EXPDEXPEDITORS INTL WASH INC
517,486$50.4B1.28%
30
WTWWILLIS TOWERS WATSON PLC LTD
251,301$49.6B1.26%
31
HUBBHUBBELL INC
267,316$47.7B1.21%
32
RGLDROYAL GOLD INC
444,470$47.5B1.20%
33
LNTALLIANT ENERGY CORP
807,485$47.3B1.20%
34
XELXCEL ENERGY INC
668,398$47.3B1.20%
35
CARGCARGURUS INC
2,134,699$45.9B1.16%
36
VNTVONTIER CORPORATION
1,916,913$44.1B1.12%
37
AVYAVERY DENNISON CORP
257,325$41.7B1.06%
38
HASHASBRO INC
498,921$40.9B1.04%
39
SEDGSOLAREDGE TECHNOLOGIES INC
146,628$40.1B1.02%
40
ITGARTNER INC
161,870$39.1B0.99%
41
BOHBANK HAWAII CORP
521,595$38.8B0.98%
42
UIUBIQUITI INC
153,001$38.0B0.96%
43
LSXMKUSDLIBERTY MEDIA CORP DEL
982,745$35.4B0.90%
44
DORMDORMAN PRODS INC
313,722$34.4B0.87%
45
HPPHUDSON PAC PPTYS INC
2,129,538$31.6B0.80%
46
MSFTMICROSOFT CORP
122,823$31.5B0.80%
47
JNJJOHNSON & JOHNSON
176,647$31.4B0.79%
48
COLDAMERICOLD REALTY TRUST INC
1,040,337$31.3B0.79%
49
AAPLAPPLE INC
212,784$29.1B0.74%
50
CVXCHEVRON CORP NEW
195,751$28.3B0.72%
51
IEIISHARES TR
230,491$27.5B0.70%
52
PGPROCTER AND GAMBLE CO
186,206$26.8B0.68%
53
EPAMEPAM SYS INC
89,989$26.5B0.67%
54
BURLBURLINGTON STORES INC
190,815$26.0B0.66%
55
ZBHZIMMER BIOMET HOLDINGS INC
241,385$25.4B0.64%
56
EXPEEXPEDIA GROUP INC
258,397$24.5B0.62%
57
IWSISHARES TR
238,376$24.2B0.61%
58
MDLZMONDELEZ INTL INC
382,096$23.7B0.60%
59
UNHUNITEDHEALTH GROUP INC
46,181$23.7B0.60%
60
PEPPEPSICO INC
139,862$23.3B0.59%
61
JPMJPMORGAN CHASE & CO
204,677$23.0B0.58%
62
CBCHUBB LIMITED
116,440$22.9B0.58%
63
IDAIDACORP INC
203,183$21.5B0.55%
64
WRBBERKLEY W R CORP
311,689$21.3B0.54%
65
MDTMEDTRONIC PLC
236,227$21.2B0.54%
66
PGRPROGRESSIVE CORP
181,782$21.1B0.54%
67
GXOGXO LOGISTICS INCORPORATED
478,514$20.7B0.52%
68
TELTE CONNECTIVITY LTD
177,397$20.1B0.51%
69
CTVACORTEVA INC
359,921$19.5B0.49%
70
ETNEATON CORP PLC
154,625$19.5B0.49%
71
CMCSACOMCAST CORP NEW
484,863$19.0B0.48%
72
ABBVABBVIE INC
118,489$18.1B0.46%
73
VCSHVANGUARD SCOTTSDALE FDS
233,440$17.8B0.45%
74
RTXRAYTHEON TECHNOLOGIES CORP
184,985$17.8B0.45%
75
LOWLOWES COS INC
101,699$17.8B0.45%
76
MPCMARATHON PETE CORP
211,670$17.4B0.44%
77
AMTAMERICAN TOWER CORP NEW
66,590$17.0B0.43%
78
IEFISHARES TR
166,366$17.0B0.43%
79
ABTABBOTT LABS
156,563$17.0B0.43%
80
ALCALCON AG
239,807$16.8B0.42%
81
FLOTISHARES TR
329,007$16.4B0.42%
82
PNCPNC FINL SVCS GROUP INC
103,731$16.4B0.41%
83
VVISA INC
81,290$16.0B0.41%
84
VGSHVANGUARD SCOTTSDALE FDS
270,369$15.9B0.40%
85
SHELSHELL PLC
303,073$15.8B0.40%
86
WMTWALMART INC
124,661$15.2B0.38%
87
VCITVANGUARD SCOTTSDALE FDS
184,417$14.8B0.37%
88
CVSCVS HEALTH CORP
159,117$14.7B0.37%
89
LMTLOCKHEED MARTIN CORP
32,993$14.2B0.36%
90
DISDISNEY WALT CO
145,108$13.7B0.35%
91
LAMRLAMAR ADVERTISING CO NEW
155,143$13.6B0.35%
92
APDAIR PRODS & CHEMS INC
52,231$12.6B0.32%
93
FNVFRANCO NEV CORP
94,891$12.5B0.32%
94
CCKCROWN HLDGS INC
128,622$11.9B0.30%
95
BRK/BBERKSHIRE HATHAWAY INC DEL
42,571$11.6B0.29%
96
CRMSALESFORCE INC
70,225$11.6B0.29%
97
FISVFISERV INC
129,208$11.5B0.29%
98
MINTPIMCO ETF TR
111,185$11.0B0.28%
99
NEENEXTERA ENERGY INC
140,424$10.9B0.28%
100
AXPAMERICAN EXPRESS CO
73,363$10.2B0.26%
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