Anchor Bay Capital, Inc.: 13F holdings

CIK 20835002026Q2

Positions341
Reported value$185.3m
Filed2026-08-11

First 13F filing in our history this quarter.

Top 10 holdings

SecuritySharesValueWeight
MCK MCKESSON CORP17,236$15.2m8.2%
AMZN AMAZON COM INC17,702$4.9m2.7%
DIMENSIONAL ETF TRUST111,726$4.5m2.4%
MSFT MICROSOFT CORP8,717$4.4m2.4%
LRCX LAM RESEARCH CORP13,929$4.3m2.3%
EWU SPDR INDEX SHS FDS77,756$4.0m2.2%
VBK VANGUARD INDEX FDS11,078$4.0m2.1%
BA BOEING CO15,875$3.7m2.0%
BAC BANK OF AMER CORP54,865$3.5m1.9%
VCLT VANGUARD SCOTTSDALE FDS48,650$3.5m1.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2083500")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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