Ananym Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$243.2M
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLD | 736,947 | $42.5M | 17.48% | |
| 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% | |
| 6 | SHCSOTERA HEALTH CO | 1,192,833 | $21.0M | 8.65% | |
| 7 | BWXTBWX TECHNOLOGIES INC | 105,603 | $18.3M | 7.51% | |
| 8 | BLBLACKLINE INC | 253,482 | $14.0M | 5.76% |