Ancora Advisors LLC
•CIK: 1446114•Filing: Q4 2025
Ancora Advisors LLC, with $4.9 billion in assets under management, is known for its concentrated, high-conviction investment strategy, currently holding 2,431 positions. Recently, the fund has made notable moves by adding CRM with a 1,040% increase and ROYAL OA with an 884% increase, while exiting positions in FWRD and KEL, reflecting its dynamic approach to capitalizing on growth opportunities.
Total AUM
$4.8B
+ $10.0M in options
QoQ Performance
-2.9%
Positions
2,397
+ 15 options
Top 10 Concentration
31.7%
Latest Filing
Q4 2025
Top Holdings Allocation
LKQ15.0%
AVGO3.1%
AAPL3.1%
AMERICOLD3.1%
VOO2.6%
RB2.4%
MSFT2.4%
ITOT2.1%
📈 Biggest Buys
—
AMERICOLD REALTY TRUST
NEW
3.1% of portfolio
—
RB GLOBAL INC
+119.8%
2.4% of portfolio
—
KLAVIYO INC-A
NEW
0.9% of portfolio
LKQ1
LKQ CORP COM
+14.7%
5.0% of portfolio
—
ROYAL OAK REALTY TRUST I NC
+883.8%
0.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other67.8%
Technology12.8%
ETF4.8%
Consumer4.3%
Healthcare3.8%
Financial3.0%
Industrial1.2%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
—
SEALED AIR CORP NEW COM
SOLD
$121.5M
—
FORWARD AIR CORP COM
SOLD
$37.8M
—
ANGI CLASS
SOLD
$15.2M
+1762 more exited positions
Changes from Q3 2025
NEW4 new positions
↑130 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023