Ananym Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ananym Capital Management, LP disclosed 10 US equity positions worth $262.1m in its Q1 2026 13F filing. The largest position was VAC at 20.4% of the reported book, followed by HSIC and ACA.
What did Ananym Capital Management, LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VAC MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 20.4% | $53.4m | 819,818 | – | |
| 2 | HSIC HENRY SCHEIN INC | Healthcare | 19.0% | $49.7m | 674,883 | – | |
| 3 | ACA ARCOSA INC | Industrials | 13.5% | $35.3m | 333,002 | – | |
| 4 | BKR BAKER HUGHES COMPANY | Energy | 12.4% | $32.5m | 532,654 | – | |
| 5 | SHC SOTERA HEALTH CO | Healthcare | 9.6% | $25.1m | 1,747,366 | – | |
| 6 | BWXT BWX TECHNOLOGIES INC | Industrials | 9.2% | $24.2m | 118,437 | – | |
| 7 | SCHL SCHOLASTIC ORD | Communication Services | 7.0% | $18.2m | 467,203 | – | |
| 8 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 5.5% | $14.4m | 72,580 | – | |
| 9 | BE BLOOM ENERGY | Industrials | 2.8% | $7.3m | 54,000 | – | |
| 10 | IWM ISHARES TR | 0.7% | $1.9m | 7,721 | – |
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.