Ananym Capital Management, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Ananym Capital Management, LP reported 11 stock positions worth $201.2 million. Its top holding was Henry Schein (HSIC) at 16.3% of the portfolio, followed by Baker Hughes (BKR, 14.3%) and Marriott Vacations World (VAC, 13.7%). Compared with Q4 2024, it opened 2 new positions, added to 6 and reduced 3. The biggest buy was a new position in Scholastic (SCHL) and the biggest sale LKQ (LKQ, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002037077
- Portfolio Value
- $201.2M (Q1 2025)
- SEC Filing
- 0002037077-25-000006 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $201.2M
| HSIC Henry Schein Inc. | 16.33% | 479,647 | $32.9M | Add +1.7% |
| BKR Baker Hughes Co. | 14.33% | 656,190 | $28.8M | Add +32.1% |
| VAC Marriott Vacations World | 13.69% | 428,647 | $27.5M | Add +75.1% |
| SCHL Scholastic Corp. | 11.73% | 1,250,000 | $23.6M | New |
| BL Blackline Inc. | 9.33% | 387,646 | $18.8M | Add +34.6% |
| SHC Sotera Health Co. | 7.49% | 1,292,779 | $15.1M | Add +29.3% |
| FUN Six Flags Entertainment Corp. | 7.45% | 420,365 | $15.0M | New |
| LKQ LKQ Corp. | 7.29% | 344,860 | $14.7M | Reduce -47.0% |
| SOLV Solventum Corp. | 6.28% | 166,077 | $12.6M | Reduce -37.7% |
| WSC Willscot Holdings Corp. | 5.92% | 428,110 | $11.9M | Add +12.4% |
| IWM iShares Russell 2000 ETF | 0.17% | 1,695 | $338K | Reduce -91.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| SCHL Scholastic Corp. | New | 11.73% | +11.73 |
| FUN Six Flags Entertainment Corp. | New | 7.45% | +7.45 |
| BKR Baker Hughes Co. | Add +32.1% | 14.33% | +1.99 |
| VAC Marriott Vacations World | Add +75.1% | 13.69% | +0.36 |
| SHC Sotera Health Co. | Add +29.3% | 7.49% | −0.80 |
| BL Blackline Inc. | Add +34.6% | 9.33% | −1.27 |
| WSC Willscot Holdings Corp. | Add +12.4% | 5.92% | −1.81 |
| HSIC Henry Schein Inc. | Add +1.7% | 16.33% | −3.44 |
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 |