Ananym Capital Management, Lp Top Holdings and 13F Report (2026) About Ananym Capital Management, LpInvestment ActivityAnanym Capital Management, Lp has $262.14 million in total holdings as of March 31, 2026.Ananym Capital Management, Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 32.18% of the portfolio was purchased this quarter.About 35.52% of the portfolio was sold this quarter.This quarter, Ananym Capital Management, Lp has purchased 8 new stocks and bought additional shares in 4 stocks.Ananym Capital Management, Lp sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Marriott Vacations Worldwide $53,386,548Henry Schein $49,738,877Arcosa $35,344,832Baker Hughes $32,518,527Sotera Health $25,057,228 Largest New Holdings this Quarter 039653100 - Arcosa $35,344,832 Holding253393102 - DICK'S Sporting Goods $14,391,888 Holding093712107 - Bloom Energy $7,316,460 Holding464287655 - iShares Russell 2000 ETF $1,914,808 Holding Largest Purchases this Quarter Arcosa 333,002 shares (about $35.34M)DICK'S Sporting Goods 72,580 shares (about $14.39M)Henry Schein 127,727 shares (about $9.41M)Sotera Health 554,533 shares (about $7.95M)Bloom Energy 54,000 shares (about $7.32M) Largest Sales this Quarter Scholastic 742,797 shares (about $29.01M)Baker Hughes 271,209 shares (about $16.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnanym Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVACMarriott Vacations Worldwide$53,386,548$5,396,560 â–²11.2%819,81820.4%Consumer DiscretionaryHSICHenry Schein$49,738,877$9,413,480 â–²23.3%674,88319.0%MedicalACAArcosa$35,344,832$35,344,832 â–²New Holding333,00213.5%ConstructionBKRBaker Hughes$32,518,527$16,557,310 â–¼-33.7%532,65412.4%EnergySHCSotera Health$25,057,228$7,952,003 â–²46.5%1,747,3669.6%MedicalBWXTBWX Technologies$24,219,182$2,624,425 â–²12.2%118,4379.2%AerospaceSCHLScholastic$18,248,949$29,013,651 â–¼-61.4%467,2037.0%Consumer StaplesDKSDICK'S Sporting Goods$14,391,888$14,391,888 â–²New Holding72,5805.5%Retail/WholesaleBEBloom Energy$7,316,460$7,316,460 â–²New Holding54,0002.8%EnergyIWMiShares Russell 2000 ETF$1,914,808$1,914,808 â–²New Holding7,7210.7%FinanceLKQLKQ$0$33,522,000 â–¼-100.0%00.0%Auto/Tires/TrucksBLBlackLine$0$14,015,020 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
