Ananym Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$260.1B
Holdings
10
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLDWIDE | 733,747 | $48.8B | 18.78% | |
| 2 | BKRBAKER HUGHES COMPANY | 803,863 | $39.2B | 15.06% | |
| 3 | HSICHENRY SCHEIN INC | 547,156 | $36.3B | 13.96% | |
| 4 | SCHLSCHOLASTIC CORP | 1,210,000 | $33.1B | 12.74% | |
| 5 | BLBLACKLINE INC | 442,511 | $23.5B | 9.03% | |
| 6 | LKQ1LKQ CORP | 748,098 | $22.8B | 8.78% | |
| 7 | SHCSOTERA HEALTH CO | 1,410,517 | $22.2B | 8.53% | |
| 8 | FUNSIX FLAGS ENTERTAINMENT CORP | 795,411 | $18.1B | 6.95% | |
| 9 | BWXTBWX TECHNOLOGIES INC | 83,403 | $15.4B | 5.91% | |
| 10 | IWMISHARES TR | 2,875 | $695.6M | 0.27% |