Ananym Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$201.2B
Holdings
11
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 479,647 | $32.9B | 16.33% | |
| 2 | BKRBAKER HUGHES COMPANY | 656,190 | $28.8B | 14.33% | |
| 3 | VACMARRIOTT VACATIONS WORLDWIDE | 428,647 | $27.5B | 13.69% | |
| 4 | SCHLSCHOLASTIC CORP | 1,250,000 | $23.6B | 11.73% | |
| 5 | BLBLACKLINE INC | 387,646 | $18.8B | 9.33% | |
| 6 | SHCSOTERA HEALTH CO | 1,292,779 | $15.1B | 7.49% | |
| 7 | FUNSIX FLAGS ENTERTAINMENT CORP | 420,365 | $15.0B | 7.45% | |
| 8 | LKQ1LKQ CORP | 344,860 | $14.7B | 7.29% | |
| 9 | SOLVSOLVENTUM CORP | 166,077 | $12.6B | 6.28% | |
| 10 | WSCWILLSCOT HLDGS CORP | 428,110 | $11.9B | 5.92% | |
| 11 | IWMISHARES TR | 1,695 | $338.1M | 0.17% |