13F HOLDINGS REPORT
Ananym Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002037077-25-000006
Total Value
$201.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 479,647 | $32.9M | 16.33% |
| 2 | BAKER HUGHES COMPANY | BKR | 656,190 | $28.8M | 14.33% |
| 3 | MARRIOTT VACATIONS WORLDWIDE | VAC | 428,647 | $27.5M | 13.69% |
| 4 | SCHOLASTIC CORP | SCHL | 1,250,000 | $23.6M | 11.73% |
| 5 | BLACKLINE INC | BL | 387,646 | $18.8M | 9.33% |
| 6 | SOTERA HEALTH CO | SHC | 1,292,779 | $15.1M | 7.49% |
| 7 | SIX FLAGS ENTERTAINMENT CORP | FUN | 420,365 | $15.0M | 7.45% |
| 8 | LKQ CORP | LKQ | 344,860 | $14.7M | 7.29% |
| 9 | SOLVENTUM CORP | SOLV | 166,077 | $12.6M | 6.28% |
| 10 | WILLSCOT HLDGS CORP | WSC | 428,110 | $11.9M | 5.92% |
| 11 | ISHARES TR | 464287655 | 1,695 | $338,136 | 0.17% |