Ananym Capital Management, LP
Net seller this quarter
$278M
7
-$57M
96.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VAC | $65.7M | 23.63% | 1.87% | -21.4% | Q4 2024 |
 HSIC | $58M | 20.86% | 0.62% | +2.9% | Q4 2024 |
 BKR | $40.9M | 14.72% | 0.07% | +38.4% | Q4 2024 |
 BWXT | $37.5M | 13.47% | 0.21% | +62.5% | Q2 2025 |
 SHC | $36M | 12.96% | 0.71% | +16.2% | Q4 2024 |
 DKS | $22.6M | 8.14% | 0.11% | +37.5% | Q1 2026 |
 TECH | $8.48M | 3.05% | 0.08% | New | Q2 2026 |
| Q1 2026 | |||||
| VAC | $53.4M | 20.37% | 2.39% | +11.3% | Q4 2024 |
| HSIC | $49.7M | 18.97% | 0.59% | +23.3% | Q4 2024 |
 ACA | $35.3M | 13.48% | 0.68% | New | Q1 2026 |
| BKR | $32.5M | 12.41% | 0.05% | -33.7% | Q4 2024 |
| SHC | $25.1M | 9.56% | 0.61% | +46.5% | Q4 2024 |
| BWXT | $24.2M | 9.24% | 0.13% | +12.2% | Q2 2025 |
 SCHL | $18.2M | 6.96% | 2.24% | -61.4% | Q1 2025 |
| DKS | $14.4M | 5.49% | 0.08% | New | Q1 2026 |
 BE | $7.32M | 2.79% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| VAC | $42.5M | 17.48% | 2.16% | +0.4% | Q4 2024 |
| HSIC | $41.4M | 17.01% | 0.47% | Not reported | Q4 2024 |
| BKR | $36.6M | 15.06% | 0.08% | Not reported | Q4 2024 |
| SCHL | $35.9M | 14.74% | 4.92% | Not reported | Q1 2025 |
 LKQ | $33.5M | 13.79% | 0.44% | +48.4% | Q4 2024 |
| SHC | $21M | 8.65% | 0.42% | -15.4% | Q4 2024 |
| BWXT | $18.3M | 7.51% | 0.12% | +26.6% | Q2 2025 |
 BL | $14M | 5.76% | 0.42% | -42.7% | Q4 2024 |
| Q3 2025 | |||||
| VAC | $48.8M | 18.78% | 2.12% | Not reported | Q4 2024 |
| BKR | $39.2M | 15.06% | 0.08% | Not reported | Q4 2024 |
| HSIC | $36.3M | 13.96% | 0.46% | +12.3% | Q4 2024 |
| SCHL | $33.1M | 12.74% | 4.98% | -3.2% | Q1 2025 |
| BL | $23.5M | 9.03% | 0.74% | +37.5% | Q4 2024 |
| LKQ | $22.8M | 8.78% | 0.29% | +155.2% | Q4 2024 |
| SHC | $22.2M | 8.53% | 0.50% | +0.1% | Q4 2024 |
 FUN | $18.1M | 6.95% | 0.79% | +26.4% | Q1 2025 |
| BWXT | $15.4M | 5.91% | 0.09% | +65.5% | Q2 2025 |