Ananym Capital Management, LP — 13F holdings

Ananym Capital Management, LP reported 8 holdings worth $278M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VAC MARRIOTT VACATIONS WORLDWIDE — $65.7M (23.6%)
2. HSIC HENRY SCHEIN INC — $58.0M (20.9%)
3. BKR BAKER HUGHES COMPANY — $40.9M (14.7%)
4. BWXT BWX TECHNOLOGIES INC — $37.5M (13.5%)
5. SHC SOTERA HEALTH CO — $36.0M (13.0%)
6. DKS DICKS SPORTING GOODS INC — $22.6M (8.1%)
7. IWM ISHARES TR — $8.80M (3.2%)
8. TECH BIO-TECHNE CORP — $8.48M (3.1%)