Ananym Capital Management, LP
CIK: 0002037077Latest portfolio: $243.2M · Q4 2025
Holdings
8
Total Value
$243.2M
New Positions
0
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLD | 736,947 | $42.5M | 17.48% | +3K | |
| 2 | HSICHENRY SCHEIN INC | 547,156 | $41.4M | 17.01% | — | |
| 3 | BKRBAKER HUGHES COMPANY | 803,863 | $36.6M | 15.05% | — | |
| 4 | SCHLSCHOLASTIC CORP | 1,210,000 | $35.9M | 14.74% | — | |
| 5 | LKQ1LKQ CORP | 1,110,000 | $33.5M | 13.79% | +362K | |
| 6 | SHCSOTERA HEALTH CO | 1,192,833 | $21.0M | 8.65% | -217,684 | |
| 7 | BWXTBWX TECHNOLOGIES INC | 105,603 | $18.3M | 7.51% | +22K | |
| 8 | BLBLACKLINE INC | 253,482 | $14.0M | 5.76% | -189,029 |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($4.1T)
Consumer Cyclical0.0% ($42.5M)
Energy0.0% ($36.6M)
Communication Services0.0% ($35.9M)
Unknown0.0% ($33.5M)
Industrials0.0% ($18.3M)
Technology0.0% ($14.0M)
Filing History
Fund Information
Ananym Capital Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $243.2M across 8 holdings. The largest position is MARRIOTT VACATIONS WORLD (VAC), representing 17.5% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.