Ananym Capital Management, LP

CIK 0002037077 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Ananym Capital Management, LP reported 8 positions worth $278.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VAC (23.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$278.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VAC	MARRIOTT VACATIONS WORLDWIDE	SH	$65.7M	23.63%	644,610	—	—
▸ 2	HSIC	SCHEIN HENRY INC	SH	$58.0M	20.86%	694,183	—	—
▸ 3	BKR	BAKER HUGHES COMPANY	SH	$40.9M	14.72%	737,194	—	—
▸ 4	BWXT	BWX TECHNOLOGIES INC	SH	$37.5M	13.47%	192,407	—	—
▸ 5	SHC	SOTERA HEALTH CO	SH	$36.0M	12.96%	2,029,809	—	—
▸ 6	DKS	DICKS SPORTING GOODS INC	SH	$22.6M	8.14%	99,808	—	—
▸ 7	IWM	ISHARES TR	SH	$8.8M	3.17%	29,300	—	—
▸ 8	TECH	BIO-TECHNE CORP	SH	$8.5M	3.05%	120,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ananym Capital Management, LP hold as of Q2 2026?

Ananym Capital Management, LP reported 8 positions worth $278.0M in its Q2 2026 13F filing. Largest positions: VAC (23.6%), HSIC (20.9%), BKR (14.7%), BWXT (13.5%) and SHC (13.0%).

What did Ananym Capital Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ananym Capital Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.