Ananym Capital Management, Lp Portfolio Stock Holdings
Ananym Capital Management, Lp disclosed 10 stock positions valued at approximately $262.1 million in its latest SEC 13F filing. The largest holdings include MARRIOTT VACATIONS WORLDWIDE, HENRY SCHEIN INC, and ARCOSA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $262.1M
Holdings by Sector
Ananym Capital Management, Lp Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MARRIOTT VACATIONS WORLDWIDE | VAC | Consumer Cyclical | 20.37% | 819,818 | +82,871 | +11.25% | $53,386,548 |
| HENRY SCHEIN INC | HSIC | Healthcare | 18.97% | 674,883 | +127,727 | +23.34% | $49,738,877 |
| ARCOSA INC | ACA | Industrials | 13.48% | 333,002 | +333,002 | +100.00% | $35,344,832 |
| BAKER HUGHES COMPANY | BKR | Energy | 12.41% | 532,654 | -271,209 | -33.74% | $32,518,527 |
| SOTERA HEALTH CO | SHC | Healthcare | 9.56% | 1,747,366 | +554,533 | +46.49% | $25,057,228 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 9.24% | 118,437 | +12,834 | +12.15% | $24,219,182 |
| SCHOLASTIC ORD | SCHL | Communication Services | 6.96% | 467,203 | -742,797 | -61.39% | $18,248,949 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 5.49% | 72,580 | +72,580 | +100.00% | $14,391,888 |
| BLOOM ENERGY | BE | Industrials | 2.79% | 54,000 | +54,000 | +100.00% | $7,316,460 |
| ISHARES TR | IWM | Other | 0.73% | 7,721 | +7,721 | +100.00% | $1,914,808 |