13F HOLDINGS REPORT
Ananym Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002037077-25-000003
Total Value
$165.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 471,507 | $32.6M | 19.77% |
| 2 | LKQ CORP | LKQ | 650,600 | $23.9M | 14.49% |
| 3 | MARRIOTT VACATIONS WORLDWIDE | VAC | 244,842 | $22.0M | 13.32% |
| 4 | BAKER HUGHES COMPANY | BKR | 496,760 | $20.4M | 12.35% |
| 5 | SOLVENTUM CORP | SOLV | 266,723 | $17.6M | 10.68% |
| 6 | BLACKLINE INC | BL | 287,976 | $17.5M | 10.60% |
| 7 | SOTERA HEALTH CO | SHC | 1,000,000 | $13.7M | 8.29% |
| 8 | WILLSCOT HLDGS CORP | WSC | 380,985 | $12.7M | 7.72% |
| 9 | ISHARES TR | 464287655 | 20,760 | $4.6M | 2.78% |