The fund acquired 189,817 shares of KN valued at $4.80 million, reflecting strong performance in defense and medtech sectors.
Anchor Capital Management disclosed a new 5% stake in Knowles (NYSE:KN) on May 15, 2026, purchasing 189,817 shares for $4.80 million in Q1. The position’s value rose to $4.87 million by quarter-end due to market gains.
The fund’s 13F filing showed Knowles as 5.26% of its reportable assets as of March 31, 2026. Top holdings included HLMN ($21.10 million) and MGRC ($20.43 million). Knowles shares closed at $35.92 on May 14, up 110% year-over-year, outpacing the S&P 500’s 25% gain.
Knowles supplies micro-acoustic components and RF solutions for consumer electronics, medtech, and defense sectors, driving recent growth.