Ananym Capital Management, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ananym Capital Management, LP disclosed 9 US equity positions worth $165.0m in its Q4 2024 13F filing. The largest position was HSIC at 19.8% of the reported book, followed by LKQ and VAC.
What did Ananym Capital Management, LP own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HSIC HENRY SCHEIN INC | Healthcare | 19.8% | $32.6m | 471,507 | – | |
| 2 | LKQ LKQ CORP | Consumer Cyclical | 14.5% | $23.9m | 650,600 | – | |
| 3 | VAC MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 13.3% | $22.0m | 244,842 | – | |
| 4 | BKR BAKER HUGHES COMPANY | Energy | 12.3% | $20.4m | 496,760 | – | |
| 5 | SOLV SOLVENTUM CORP | Healthcare | 10.7% | $17.6m | 266,723 | – | |
| 6 | BL BLACKLINE INC | Technology | 10.6% | $17.5m | 287,976 | – | |
| 7 | SHC SOTERA HEALTH CO | Healthcare | 8.3% | $13.7m | 1,000,000 | – | |
| 8 | WSC WILLSCOT HLDGS CORP | Industrials | 7.7% | $12.7m | 380,985 | – | |
| 9 | IWM ISHARES TR | 2.8% | $4.6m | 20,760 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.