Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ananym Capital Management, LP (CIK 2037077) reported $262.1M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VAC ($53.4M, 20.37%), HSIC ($49.7M, 18.97%), ACA ($35.3M, 13.48%), BKR ($32.5M, 12.41%), SHC ($25.1M, 9.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | $53.4M | 20.37% | 819,818 | Added |
| 2 | HSIC | HENRY SCHEIN INC | $49.7M | 18.97% | 674,883 | Added |
| 3 | ACA | ARCOSA INC | $35.3M | 13.48% | 333,002 | New |
| 4 | BKR | BAKER HUGHES COMPANY | $32.5M | 12.41% | 532,654 | Trimmed |
| 5 | SHC | SOTERA HEALTH CO | $25.1M | 9.56% | 1.7M | Added |
| 6 | BWXT | BWX TECHNOLOGIES INC | $24.2M | 9.24% | 118,437 | Added |
| 7 | SCHL | SCHOLASTIC ORD | $18.2M | 6.96% | 467,203 | Trimmed |
| 8 | DKS | DICKS SPORTING GOODS INC | $14.4M | 5.49% | 72,580 | New |
| 9 | BE | BLOOM ENERGY | $7.3M | 2.79% | 54,000 | New |
| 10 | IWM | ISHARES TR | $1.9M | 0.73% | 7,721 | New |
| 11 | BL | BLACKLINE INC | $0 | 0.00% | 0 | Exited |
| 12 | LKQ | LKQ CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31