Q1 2026 · 13F-HR
Ananym Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0002037077-26-000004
$262.1M
Reported value
10
Positions
2026-03-31
Period end
The Brief · Ananym Capital Management, LP · Q1 2026
AI · grounded in 13F
Ananym Capital Management, LP exited its position in LKQ for a reduction of $33.5M. The fund established a new position in ARCOSA INC valued at $35.3M and added DKS for $14.4M. Other activity included closing its position in BL for $14M and increasing its stake in BWXT by 12.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 57164Y107 | VAC | MARRIOTT VACATIONS WORLDWIDE | $53.4M | 20.4% | 819,818 | Common | SOLE |
| 806407102 | HSIC | HENRY SCHEIN INC | $49.7M | 19.0% | 674,883 | Common | SOLE |
| 039653100 | ACA | ARCOSA INC | $35.3M | 13.5% | 333,002 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $32.5M | 12.4% | 532,654 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $25.1M | 9.56% | 1,747,366 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $24.2M | 9.24% | 118,437 | Common | SOLE |
| 807066105 | SCHL | SCHOLASTIC ORD | $18.2M | 6.96% | 467,203 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $14.4M | 5.49% | 72,580 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY | $7.3M | 2.79% | 54,000 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $1.9M | 0.73% | 7,721 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.