Holders — by stockHoldings — by fund
Ananym Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002037077
$278.0M
disclosed book value
8
positions
23.6%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLDWIDE | 644,610 | $65.7M | 23.6% |
| 2 | HSICSCHEIN HENRY INC | 694,183 | $58.0M | 20.9% |
| 3 | BKRBAKER HUGHES COMPANY | 737,194 | $40.9M | 14.7% |
| 4 | BWXTBWX TECHNOLOGIES INC | 192,407 | $37.5M | 13.5% |
| 5 | SHCSOTERA HEALTH CO | 2.0M | $36.0M | 13% |
| 6 | DKSDICKS SPORTING GOODS INC | 99,808 | $22.6M | 8.1% |
| 7 | IWMISHARES TR | 29,300 | $8.8M | 3.2% |
| 8 | TECHBIO-TECHNE CORP | 120,000 | $8.5M | 3.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.