Ananym Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ananym Capital Management, LP disclosed 8 US equity positions worth $278.0m in its Q2 2026 13F filing. The largest position was VAC at 23.6% of the reported book, followed by HSIC and BKR. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 1 among the top 8 holdings.
What did Ananym Capital Management, LP own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | VAC MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 23.6% | $65.7m | 644,610 | -21% | reduced |
| 2 | HSIC SCHEIN HENRY INC | Healthcare | 20.9% | $58.0m | 694,183 | 3% | added |
| 3 | BKR BAKER HUGHES COMPANY | Energy | 14.7% | $40.9m | 737,194 | 38% | added |
| 4 | BWXT BWX TECHNOLOGIES INC | Industrials | 13.5% | $37.5m | 192,407 | 62% | added |
| 5 | SHC SOTERA HEALTH CO | Healthcare | 13.0% | $36.0m | 2,029,809 | 16% | added |
| 6 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 8.1% | $22.6m | 99,808 | 38% | added |
| 7 | IWM ISHARES TR | 3.2% | $8.8m | 29,300 | 279% | added | |
| 8 | TECH BIO-TECHNE CORP | Healthcare | 3.1% | $8.5m | 120,000 | – | new |
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.