Ananym Capital Management, LP 13F Holdings · Q2 2026
Ananym Capital Management, LP reported 8 securities worth $277.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VAC (23.63%), HSIC (20.86%), BKR (14.72%). Among its top 25 positions this quarter: 1 new, 6 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | $65.7M | 23.63% | 644,610 | Trimmed |
| 2 | HSIC | SCHEIN HENRY INC | $58.0M | 20.86% | 694,183 | Added |
| 3 | BKR | BAKER HUGHES COMPANY | $40.9M | 14.72% | 737,194 | Added |
| 4 | BWXT | BWX TECHNOLOGIES INC | $37.5M | 13.47% | 192,407 | Added |
| 5 | SHC | SOTERA HEALTH CO | $36.0M | 12.96% | 2.0M | Added |
| 6 | DKS | DICKS SPORTING GOODS INC | $22.6M | 8.14% | 99,808 | Added |
| 7 | IWM | ISHARES TR | $8.8M | 3.17% | 29,300 | Added |
| 8 | TECH | BIO-TECHNE CORP | $8.5M | 3.05% | 120,000 | New |
| 9 | ACA | ARCOSA INC | $0 | 0.00% | 0 | Exited |
| 10 | BE | BLOOM ENERGY | $0 | 0.00% | 0 | Exited |
| 11 | SCHL | SCHOLASTIC ORD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR