Ananym Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ananym Capital Management, Lp disclosed 8 stock positions valued at approximately $277.97M as of quarter-end June 30, 2026. The largest holdings include MARRIOTT VACATIONS WORLDWIDE, SCHEIN HENRY INC, and BAKER HUGHES COMPANY.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $277.97M
Holdings by Sector
Ananym Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MARRIOTT VACATIONS WORLDWIDE | VAC | Consumer Cyclical | 23.63% | 644,610 | -175,208 | -21.37% | $65,672,867 |
| SCHEIN HENRY INC | HSIC | Healthcare | 20.86% | 694,183 | +19,300 | +2.86% | $57,978,164 |
| BAKER HUGHES COMPANY | BKR | Energy | 14.72% | 737,194 | +204,540 | +38.40% | $40,914,267 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 13.47% | 192,407 | +73,970 | +62.46% | $37,452,023 |
| SOTERA HEALTH CO | SHC | Healthcare | 12.96% | 2,029,809 | +282,443 | +16.16% | $36,029,110 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 8.14% | 99,808 | +27,228 | +37.51% | $22,637,452 |
| ISHARES TR | IWM | Other | 3.17% | 29,300 | +21,579 | +279.48% | $8,803,185 |
| BIO-TECHNE CORP | TECH | Healthcare | 3.05% | 120,000 | +120,000 | +100.00% | $8,478,000 |
Showing 8 of 8 holdings in the latest reporting period.