AT

Ancora/Thelen Small-Mid Cap Fund | AATCX

Mutual Fund
Ancora/Thelen Small-Mid Cap Fund
Last update 2025-06-25 99 Stocks (13 new)
Value $182.00 Mil Turnover 18 %
Countries:
Top Holdings: UGI(3.26%)BERY(2.96%)FBIN(2.83%)CXT(2.62%)NOMD(2.52%)
Summary Stock Picks Current Portfolio
Ancora/Thelen Small-Mid Cap Fu... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UGI
UGI Corp
178,890
5,915.9
+3.78%
3.260
+0.12%
0.080
+10.77%
+31.57%
7,792.8
Utilities - Regulated
BERY
Berry Global Group Inc
77,050
5,378.9
-12.58%
2.960
-0.39%
0.070
-0.57%
+4.95%
7,825.8
Packaging & Containers
FBIN
Fortune Brands Innovations Inc
84,513
5,145.1
+48.08%
2.830
+0.92%
0.070
+4.09%
-21.30%
6,411.1
Construction
CXT
Crane NXT Co
92,724
4,766.0
-2.62%
2.620
-0.08%
0.160
+28.62%
-1.04%
3,284.8
Industrial Products
NOMD
Nomad Foods Ltd
233,327
4,584.9
+5.40%
2.520
+0.13%
0.150
-10.36%
+5.82%
2,659.0
Consumer Packaged Goods
PCH
PotlatchDeltic Corp
100,584
4,538.4
+2.09%
2.500
+0.05%
0.130
+2.37%
+4.64%
3,159.6
REITs
IAC
IAC Inc
98,431
4,521.9
-1.76%
2.490
-0.04%
0.120
+23.44%
+14.70%
3,254.4
Interactive Media
MAGN
Magnera Corp
240,990
4,376.4
0%
2.410
0%
0.680
-10.87%
-28.67%
461.4
Forest Products
NWE
NorthWestern Energy Group Inc
75,560
4,372.7
+6.30%
2.410
+0.14%
0.120
-9.90%
+0.24%
3,209.5
Utilities - Regulated
ATMU
Atmus Filtration Technologies Inc
115,610
4,246.4
+9.47%
2.340
+0.20%
0.140
+13.00%
-3.57%
3,114.8
Vehicles & Parts

Ancora/Thelen Small-Mid Cap Fund's Historical Top Holdings Breakdowns

Ancora/Thelen Small-Mid Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ROCK
Gibraltar Industries Inc
2025-03-31
Add
Add
+1.73%
●
56.2 ($62.21) 67.05
$63.32
1.78%
Add 368.34%
68,101
53,560
FG
F&G Annuities & Life Inc
2025-03-31
Reduce
Reduce
-1.12%
●
34.7 ($41.99) 47.04
$31.04
-26.08%
Reduce -69.83%
21,771
-50,381
SFD
Smithfield Foods Inc
2025-03-31
New Buy
New Buy
+1.08%
●
18.61 ($20.44) 21.82
$23.59
15.41%
New holding
96,234
96,234
KD
Kyndryl Holdings Inc
2025-03-31
Reduce
Reduce
-0.95%
●
31.32 ($37.48) 43.45
$39.47
5.31%
Reduce -30.54%
116,630
-51,291
FBIN
Fortune Brands Innovations Inc
2025-03-31
Add
Add
+0.92%
●
60.06 ($67.15) 74.89
$53.31
-20.61%
Add 48.08%
84,513
27,440
BATRK
Atlanta Braves Holdings Inc
2025-03-31
Add
Add
+0.81%
●
36.1 ($39.01) 40.71
$46.60
19.46%
Add 72.43%
87,655
36,820
ENOV
Enovis Corp
2025-03-31
Add
Add
+0.80%
●
35.51 ($42.43) 47.99
$26.29
-38.04%
Add 80.6%
85,731
38,260
ODP
The ODP Corp
2025-03-31
Sold Out
Sold Out
-0.80%
●
14.31 ($19.18) 24.81
$17.42
-9.18%
Sold Out
0
-65,770
PRG
PROG Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.76%
●
25.94 ($35.33) 43.82
$28.60
-19.05%
Sold Out
0
-33,680
ASH
Ashland Inc
2025-03-31
New Buy
New Buy
+0.72%
●
55.87 ($63.71) 73.16
$51.04
-19.89%
New holding
21,960
21,960

Ancora/Thelen Small-Mid Cap Fund Total Holding History ($B)

To

Ancora/Thelen Small-Mid Cap Fund's Asset Allocation

To

Ancora/Thelen Small-Mid Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ancora/Thelen Small-Mid Cap Fund's Hypothetical Growth since 2025-03-31

Ancora/Thelen Small-Mid Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Ancora/Thelen Small-Mid Cap Fund's Holdings Heat Map

Size field:

Ancora/Thelen Small-Mid Cap Fund's Holdings Bubble Chart

Ancora/Thelen Small-Mid Cap Fund News

  • 1

Discussions on Ancora/Thelen Small-Mid Cap Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.