This Fund Added a New 5% Portfolio Position in a Surging Defense and Medtech Supplier

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Jonathan Ponciano, The Motley Fool

Sat, May 16, 2026 astatine 11:57 AM CDT 4 min read

On May 15, 2026, Anchor Capital Management Company disclosed a caller presumption successful Knowles (NYSE:KN), acquiring 189,817 shares successful the archetypal quarter. The estimated transaction worth was $4.80 million, based connected quarterly mean pricing.

What happened

According to a SEC filing dated May 15, 2026, Anchor Capital Management Company disclosed a caller presumption successful Knowles (NYSE:KN), acquiring 189,817 shares during the archetypal quarter. The estimated transaction worth was $4.80 million, calculated utilizing the quarter’s mean unadjusted closing price. The position’s worth astatine quarter-end roseate by $4.87 million, a fig that includes some trading enactment and marketplace terms changes.

What other to cognize

This is simply a caller presumption for the fund, representing 5.26% of its 13F reportable assets nether absorption arsenic of March 31, 2026
Top holdings aft the filing:
- NASDAQ: HLMN: $21.10 cardinal (22.8% of AUM)
- NASDAQ: MGRC: $20.43 cardinal (22.0% of AUM)
- NASDAQ: LIND: $16.99 cardinal (18.3% of AUM)
- NYSE: SXI: $14.33 cardinal (15.5% of AUM)
- NASDAQ: VITL: $8.77 cardinal (9.5% of AUM)
As of May 14, 2026, Knowles shares were priced astatine $35.92, up a staggering 110% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 25%.

Company overview

Metric

Value

Revenue (TTM)	$614.10 million
Net income (TTM)	$62.6 million
Price (as of marketplace adjacent May 14, 2026)	$35.92
One-year terms change	110%

Company snapshot

Knowles provides micro-acoustic microphones, balanced armature speakers, audio processors, high-performance capacitors, and RF solutions for user electronics, medtech, defense, electrical vehicles, industrial, and communications markets.
Its main customers see archetypal instrumentality manufacturers successful mobile, proceeding health, IoT, computing, medical, and concern sectors.

Knowles is simply a starring supplier of precocious micro-acoustic and precision instrumentality solutions, serving a divers acceptable of industries worldwide. The institution leverages its expertise successful audio and RF exertion to present high-performance components that are integral to a wide scope of physics applications. Knowles' beardown marketplace presumption is supported by its planetary reach, diversified lawsuit base, and committedness to innovation.

What this transaction means for investors

This bargain yet looks similar a stake that Knowles’ turnaround inactive has country to run, adjacent aft the banal much than doubled implicit the past year. Anchor opening a brand-new presumption aft that benignant of rally suggests the steadfast whitethorn judge the marketplace is inactive underestimating the company’s vulnerability to fast-growing markets similar defense, medtech, and electrification.

The latest 4th helps explicate the optimism. Revenue climbed 16% twelvemonth implicit twelvemonth to $153.1 million, portion non-GAAP diluted EPS jumped 50% to $0.27. Gross borderline besides expanded sharply to 43.8%, up from 40.3% a twelvemonth ago. Management said the better-than-expected maturation was driven by beardown request trends crossed industrial, medtech, and defence extremity markets, portion highlighting a “healthy backlog” and aggregate caller plan wins ramping into production.

For semipermanent investors, the cardinal question is whether Knowles tin prolong this momentum aft specified a monolithic banal move. The company’s improving margins and diversified lawsuit basal are encouraging, but expectations are present overmuch higher. If absorption keeps executing and secular request trends hold, investors could inactive spot upside from present contempt the rally.

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