Ananym Capital Management, LP
Ananym Capital Management, LP reported 8 US-listed holdings worth $278.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Marriott Vacations Worldwide Corp. (23.6%), Henry Schein Inc. (20.9%) and Baker Hughes Co. (14.7%). Against the quarter before, it opened 1 position, added to 6, trimmed 1 and sold out of 3.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +33.8% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Bio-Techne Corp. TECH$8.5 million
Added to 6
- BWX Technologies, Inc. BWXT+73,970 shares · +62%
- Baker Hughes Co. BKR+204,540 shares · +38%
- iShares Russell 2000 ETF IWM+21,579 shares · +279%
- Dick's Sporting Goods, Inc. DKS+27,228 shares · +38%
- Sotera Health Co. SHC+282,443 shares · +16%
- Henry Schein Inc. HSIC+19,300 shares · +3%
Trimmed 1
- Marriott Vacations Worldwide Corp. VAC-175,208 shares · -21%
Sold out of 3
- Arcosa, Inc. ACA$35.3 million last quarter
- Scholastic Corp. SCHL$18.2 million last quarter
- Bloom Energy Corp. BE$7.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Marriott Vacations Worldwide Corp. VAC | 644.6K | $65.7 million | 23.63% | -175.2K |
| Henry Schein Inc. HSIC | 694.2K | $58.0 million | 20.86% | +19.3K |
| Baker Hughes Co. BKR | 737.2K | $40.9 million | 14.72% | +204.5K |
| BWX Technologies, Inc. BWXT | 192.4K | $37.5 million | 13.47% | +74.0K |
| Sotera Health Co. SHC | 2.0M | $36.0 million | 12.96% | +282.4K |
| Dick's Sporting Goods, Inc. DKS | 99.8K | $22.6 million | 8.14% | +27.2K |
| iShares Russell 2000 ETF IWM | 29.3K | $8.8 million | 3.17% | +21.6K |
| Bio-Techne Corp. TECH | 120.0K | $8.5 million | 3.05% | new |