Ananym Capital Management, LP
Top Portfolio Positions
9 positions ·
$260,222,490 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
Consumer Cyclical
|
819,818 | $53,386,548 | 20.52% | |
| HSIC |
Henry Schein Inc
Healthcare
|
674,883 | $49,738,877 | 19.11% | |
| ACA |
Arcosa, Inc.
Industrials
|
333,002 | $35,344,832 | 13.58% | |
| BKR |
Baker Hughes Co
Energy
|
532,654 | $32,518,526 | 12.50% | |
| SHC |
Sotera Health Co
Healthcare
|
1,747,366 | $25,057,228 | 9.63% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
118,437 | $24,219,182 | 9.31% | |
| SCHL |
Scholastic Corp
Communication Services
|
467,203 | $18,248,949 | 7.01% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
72,580 | $14,391,888 | 5.53% | |
| BE |
Bloom Energy Corp
Industrials
|
54,000 | $7,316,460 | 2.81% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ACA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,344,832 | 333,002 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||