Ananym Capital Management, LP

Ananym Capital Management, LP reported 8 holdings worth US$278M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Ananym Capital Management, LP reported 8 holdings worth US$278M as of Jun 30, 2026. Largest: Marriott Vacations Worldwide Corporation, Henry Schein, Inc. and Baker Hughes Company. Filed Aug 14, 2026 (Form 13F).

Holdings
8
Value as reported
US$278M

The filing in full

CompanySharesValue as reported% of portfolio
Marriott Vacations Worldwide Corporation645KUS$65.7M23.6%
Henry Schein, Inc.694KUS$58M20.9%
Baker Hughes Company737KUS$40.9M14.7%
Bwx Technologies, Inc.192KUS$37.5M13.5%
Sotera Health Company2.03MUS$36M13.0%
Dick's Sporting Goods Inc99,808US$22.6M8.1%
Bio-techne Corp120KUS$8.48M3.1%
Arcosa, Inc.0US$00.00%
Bloom Energy Corporation0US$00.00%
Scholastic Corporation0US$00.00%

Source

View original at SEC

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