Ananym Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$262.1M
Q ending 2026-03-31
Prior quarter
$243.2M
Q ending 2025-12-31
Change
+7.8% QoQ · +30.3% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Marriott Vacations Worldwide | VAC | Shares | $53.4M | 820K |
| Henry Schein Inc | HSIC | Shares | $49.7M | 675K |
| Arcosa Inc | ACA | Shares | $35.3M | 333K |
| Baker Hughes Company | BKR | Shares | $32.5M | 533K |
| Sotera Health Co | SHC | Shares | $25.1M | 1.7M |
| Bwx Technologies Inc | BWXT | Shares | $24.2M | 118K |
| Scholastic Ord | SCHL | Shares | $18.2M | 467K |
| Dicks Sporting Goods Inc | DKS | Shares | $14.4M | 73K |
| Bloom Energy | BE | Shares | $7.3M | 54K |
| Ishares Tr | IWM | Shares | $1.9M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.