Ananym Capital Management, LP
CIK 2037077 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- VAC20.37%
- HSIC18.97%
- ACA13.48%
- BKR12.41%
- SHC9.56%
- BWXT9.24%
- SCHL6.96%
- DKS5.49%
- BE2.79%
- IWM0.73%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHLWeight decreased · -7.78 pp14.74% → 6.96%Shares -742.80K (-61.39%)
- VACWeight increased · +2.89 pp17.48% → 20.37%Shares +82.87K (+11.25%)
- BKRWeight decreased · -2.65 pp15.06% → 12.41%Shares -271.21K (-33.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VACMARRIOTT VACATIONS WORLD View history and evidence | $53.39M | 20.37% | 819.82K shares | 17.48% → 20.37%+2.89 pp +82.87K (+11.25%) | Added | ↗▾ |
| 02 | HSICHENRY SCHEIN INC View history and evidence | $49.74M | 18.97% | 674.88K shares | 17.01% → 18.97%+1.96 pp +127.73K (+23.34%) | Added | ↗▾ |
| 03 | ACAARCOSA INC View history and evidence | $35.34M | 13.48% | 333.00K shares | Prior unavailable +333.00K | New | ↗▾ |
| 04 | BKRBAKER HUGHES COCL A View history and evidence | $32.52M | 12.41% | 532.65K shares | 15.06% → 12.41%-2.65 pp -271.21K (-33.74%) | Reduced | ↗▾ |
| 05 | SHCSOTERA HEALTH CO View history and evidence | $25.06M | 9.56% | 1.75M shares | 8.65% → 9.56%+0.91 pp +554.53K (+46.49%) | Added | ↗▾ |
| 06 | BWXTBWX TECHNOLOGIES INC View history and evidence | $24.22M | 9.24% | 118.44K shares | 7.51% → 9.24%+1.73 pp +12.83K (+12.15%) | Added | ↗▾ |
| 07 | SCHLSCHOLASTIC CORP View history and evidence | $18.25M | 6.96% | 467.20K shares | 14.74% → 6.96%-7.78 pp -742.80K (-61.39%) | Reduced | ↗▾ |
| 08 | DKSDICK'S SPORTING GOODS INC View history and evidence | $14.39M | 5.49% | 72.58K shares | Prior unavailable +72.58K | New | ↗▾ |
| 09 | BEBLOOM ENERGY CORP- ACL A View history and evidence | $7.32M | 2.79% | 54.00K shares | Prior unavailable +54.00K | New | ↗▾ |
| 10 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $1.91M | 0.73% | 7.72K shares | Prior unavailable +7.72K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LKQ LKQ CORP | Non-derivative | -1,110,000 | -$33.52M | SEC filing ↗ | SEC filing ↗ |
| BL BLACKLINE INC | Non-derivative | -253,482 | -$14.02M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2037077 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 262137300
}Take these holdings further.
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