Ananym Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ananym Capital Management, LP reported 8 stock positions worth $278.0 million. Its top holding was Marriott Vacations World (VAC) at 23.6% of the portfolio, followed by Henry Schein (HSIC, 20.9%) and Baker Hughes (BKR, 14.7%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 6 and reduced 1. The biggest buy was BWX Technologies (BWXT, shares +62%) and the biggest sale an exit from Arcosa (ACA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002037077
- Portfolio Value
- $278.0M (Q2 2026)
- SEC Filing
- 0002037077-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $278.0M
| VAC Marriott Vacations World | 23.63% | 644,610 | $65.7M | Reduce -21.4% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 20.86% | 694,183 | $58.0M | Add +2.9% |
| BKR Baker Hughes Co. | 14.72% | 737,194 | $40.9M | Add +38.4% |
| BWXT BWX Technologies Inc. | 13.47% | 192,407 | $37.5M | Add +62.5% |
| SHC Sotera Health Co. | 12.96% | 2,029,809 | $36.0M | Add +16.2% |
| DKS Dick's Sporting Goods Inc. | 8.14% | 99,808 | $22.6M | Add +37.5% |
| IWM iShares Russell 2000 ETF | 3.17% | 29,300 | $8.8M | Add +279.5% |
| TECH Bio-Techne Corp. | 3.05% | 120,000 | $8.5M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| BWXT BWX Technologies Inc. | Add +62.5% | 13.47% | +4.23 |
| SHC Sotera Health Co. | Add +16.2% | 12.96% | +3.40 |
| TECH Bio-Techne Corp. | New | 3.05% | +3.05 |
| DKS Dick's Sporting Goods Inc. | Add +37.5% | 8.14% | +2.65 |
| IWM iShares Russell 2000 ETF | Add +279.5% | 3.17% | +2.44 |
| BKR Baker Hughes Co. | Add +38.4% | 14.72% | +2.31 |
| HSIC Henry Schein Inc. | Add +2.9% | 20.86% | +1.88 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $278.0M | VAC, HSIC, BKR, BWXT, SHC |
| Q1 2026 | 10 | $262.1M | VAC, HSIC, ACA, BKR, SHC |
| Q4 2025 | 8 | $243.2M | VAC, HSIC, BKR, SCHL, LKQ |
| Q3 2025 | 10 | $260.1M | VAC, BKR, HSIC, SCHL, BL |
| Q2 2025 | 12 | $231.8M | VAC, HSIC, BKR, SCHL, FUN |
| Q1 2025 | 11 | $201.2M | HSIC, BKR, VAC, SCHL, BL |
| Q4 2024Amended | 9 | $165.0M | HSIC, LKQ, VAC, BKR, SOLV |