Ananym Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$165.0B
Holdings
9
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 471,507 | $32.6B | 19.77% | |
| 2 | LKQ1LKQ CORP | 650,600 | $23.9B | 14.49% | |
| 3 | VACMARRIOTT VACATIONS WORLDWIDE | 244,842 | $22.0B | 13.32% | |
| 4 | BKRBAKER HUGHES COMPANY | 496,760 | $20.4B | 12.35% | |
| 5 | SOLVSOLVENTUM CORP | 266,723 | $17.6B | 10.68% | |
| 6 | BL 0 03/15/26BLACKLINE INC | 287,976 | $17.5B | 10.60% | |
| 7 | SHCSOTERA HEALTH CO | 1,000,000 | $13.7B | 8.29% | |
| 8 | WSCWILLSCOT HLDGS CORP | 380,985 | $12.7B | 7.72% | |
| 9 | IWMISHARES TR | 20,760 | $4.6B | 2.78% |