Ananym Capital Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Ananym Capital Management, LP reported 9 stock positions worth $165.0 million. Its top holding was Henry Schein (HSIC) at 19.8% of the portfolio, followed by LKQ (LKQ, 14.5%) and Marriott Vacations World (VAC, 13.3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002037077
- Portfolio Value
- $165.0M (Q4 2024)
- SEC Filing
- 0002037077-25-000004 ↗ filed Feb 18, 2025
Holdings Value
Holdings 9 stocks · $165.0M
| HSIC Henry Schein Inc. | 19.77% | 471,507 | $32.6M | — |
| LKQ LKQ Corp. | 14.49% | 650,600 | $23.9M | — |
| VAC Marriott Vacations World | 13.32% | 244,842 | $22.0M | — |
| BKR Baker Hughes Co. | 12.35% | 496,760 | $20.4M | — |
| SOLV Solventum Corp. | 10.68% | 266,723 | $17.6M | — |
| BL Blackline Inc. | 10.60% | 287,976 | $17.5M | — |
| SHC Sotera Health Co. | 8.29% | 1,000,000 | $13.7M | — |
| WSC Willscot Holdings Corp. | 7.72% | 380,985 | $12.7M | — |
| IWM iShares Russell 2000 ETF | 2.78% | 20,760 | $4.6M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |