Ananym Capital Management, LP 13F Holdings
CIK 0002037077 · NEW YORK, NY
As of Sep 30, 2025, Ananym Capital Management, LP reported 10 positions worth $260.1M in its SEC Form 13F filing.
Top 10 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MARRIOTT VACATIONS WORLDWIDE CORP | VAC | Consumer Cyclical | 733,747 | $48.8M | 18.78% |
| BAKER HUGHES CO | BKR | Energy | 803,863 | $39.2M | 15.06% |
| HENRY SCHEIN INC | HSIC | Healthcare | 547,156 | $36.3M | 13.96% |
| SCHOLASTIC CORP | SCHL | Consumer Cyclical | 1,210,000 | $33.1M | 12.74% |
| BLACKLINE INC | BL | Technology | 442,511 | $23.5M | 9.03% |
| LKQ CORP | LKQ | Consumer Cyclical | 748,098 | $22.8M | 8.78% |
| SOTERA HEALTH CO | SHC | Healthcare | 1,410,517 | $22.2M | 8.53% |
| SIX FLAGS ENTERTAINMENT CORPORATION | FUN | Consumer Cyclical | 795,411 |