13F HOLDINGS REPORT
Ananym Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002037077-26-000002
Total Value
$243.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARRIOTT VACATIONS WORLD | VAC | 736,947 | $42.5M | 17.48% |
| 2 | HENRY SCHEIN INC | HSIC | 547,156 | $41.4M | 17.01% |
| 3 | BAKER HUGHES COMPANY | BKR | 803,863 | $36.6M | 15.06% |
| 4 | SCHOLASTIC CORP | SCHL | 1,210,000 | $35.9M | 14.74% |
| 5 | LKQ CORP | LKQ | 1,110,000 | $33.5M | 13.79% |
| 6 | SOTERA HEALTH CO | SHC | 1,192,833 | $21.0M | 8.65% |
| 7 | BWX TECHNOLOGIES INC | BWXT | 105,603 | $18.3M | 7.51% |
| 8 | BLACKLINE INC | BL | 253,482 | $14.0M | 5.76% |