Holdings
Ancora/Thelen Small-Mid Cap Fund
As of Jun 30, 2026, Ancora/Thelen Small-Mid Cap Fund reported 88 positions worth US$231M. Largest: Rayonier Inc. Reit, The Middleby Corporation and Prog Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rayonier Inc. Reit | 432K | US$9.19M | −42,370 | Jun 30, 2026 |
| The Middleby Corporation | 52,491 | US$9.03M | +11,470 | Jun 30, 2026 |
| Prog Holdings, Inc. | 171K | US$7.97M | +37,596 | Jun 30, 2026 |
| Millrose Properties, Inc. | 209K | US$6.28M | +77,420 | Jun 30, 2026 |
| Crane Nxt, Co. | 112K | US$5.73M | −11,282 | Jun 30, 2026 |
| Marriott Vacations Worldwide Corporation | 54,113 | US$5.51M | +13,973 | Jun 30, 2026 |
| Amrize Ltd | 101K | US$5.39M | +22,090 | Jun 30, 2026 |
| Vontier Corporation | 171K | US$4.97M | +71,690 | Jun 30, 2026 |
| Viper Energy, Inc. | 116K | US$4.91M | +43,670 | Jun 30, 2026 |
| Amentum Holdings, Inc. | 230K | US$4.75M | +918 | Jun 30, 2026 |