Ananym Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$233.1B
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLDWIDE | 733,747 | $53.1B | 22.76% | |
| 2 | HSICHENRY SCHEIN INC | 487,196 | $35.6B | 15.27% | |
| 3 | BKRBAKER HUGHES COMPANY | 803,863 | $30.8B | 13.22% | |
| 4 | SCHLSCHOLASTIC CORP | 1,250,000 | $26.2B | 11.25% | |
| 5 | FUNSIX FLAGS ENTERTAINMENT CORP | 629,415 | $19.2B | 8.22% | |
| 6 | BLBLACKLINE INC | 321,921 | $18.2B | 7.82% | |
| 7 | SHCSOTERA HEALTH CO | 1,409,585 | $15.7B | 6.72% | |
| 8 | LKQ1LKQ CORP | 299,205 | $11.1B | 4.75% | Call |
| 9 | WSCWILLSCOT HLDGS CORP | 272,838 | $7.5B | 3.21% | |
| 10 | CBZCBIZ INC | 102,750 | $7.4B | 3.16% | |
| 11 | BWXTBWX TECHNOLOGIES INC | 50,403 | $7.3B | 3.12% | |
| 12 | IWMISHARES TR | 5,385 | $1.2B | 0.50% | Put |