13F HOLDINGS REPORT
Ananym Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002037077-25-000009
Total Value
$260.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARRIOTT VACATIONS WORLDWIDE | VAC | 733,747 | $48.8M | 18.78% |
| 2 | BAKER HUGHES COMPANY | BKR | 803,863 | $39.2M | 15.06% |
| 3 | HENRY SCHEIN INC | HSIC | 547,156 | $36.3M | 13.96% |
| 4 | SCHOLASTIC CORP | SCHL | 1,210,000 | $33.1M | 12.74% |
| 5 | BLACKLINE INC | BL | 442,511 | $23.5M | 9.03% |
| 6 | LKQ CORP | LKQ | 748,098 | $22.8M | 8.78% |
| 7 | SOTERA HEALTH CO | SHC | 1,410,517 | $22.2M | 8.53% |
| 8 | SIX FLAGS ENTERTAINMENT CORP | FUN | 795,411 | $18.1M | 6.95% |
| 9 | BWX TECHNOLOGIES INC | BWXT | 83,403 | $15.4M | 5.91% |
| 10 | ISHARES TR | 464287655 | 2,875 | $695,635 | 0.27% |