AC

Ananym Capital Management, LP

13F
Ananym Capital Management, LP
Last update 2025-05-15 11 Stocks (2 new)
Value $201.00 Mil Turnover 34 %
Countries:
Ananym Capital Management, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HSIC
Henry Schein Inc
479,647
32,851.0
+1.73%
16.330
+0.28%
0.390
+12.13%
+7.90%
9,334.1
Medical Distribution
BKR
Baker Hughes Co
656,190
28,839.5
+32.09%
14.330
+3.48%
0.070
-2.37%
-2.28%
39,273.3
Oil & Gas
VAC
Marriott Vacations Worldwide Corp
428,647
27,536.3
+75.07%
13.690
+5.87%
1.240
+43.18%
-8.71%
2,767.0
Travel & Leisure
SCHL
Scholastic Corp
1,250,000
23,600.0
New Holding
11.730
+11.73%
4.680
+21.23%
+3.56%
577.2
Media - Diversified
BL
BlackLine Inc
387,646
18,769.8
+34.61%
9.330
+2.40%
0.610
+25.46%
-4.86%
3,602.7
Software
SHC
Sotera Health Co
1,292,779
15,073.8
+29.28%
7.490
+1.70%
0.460
+9.46%
-14.14%
3,333.9
Medical Diagnostics & Research
FUN
Six Flags Entertainment Corp
420,365
14,994.4
New Holding
7.450
+7.45%
0.420
+0.53%
-33.28%
3,250.4
Travel & Leisure
LKQ
LKQ Corp
344,860
14,670.3
-46.99%
7.290
-6.81%
0.130
-7.64%
+6.76%
9,985.2
Vehicles & Parts
SOLV
Solventum Corp
166,077
12,628.5
-37.73%
6.280
-4.03%
0.100
+11.84%
+18.83%
13,581.5
Medical Devices & Instruments
WSC
WillScot Holdings Corp
428,110
11,901.5
+12.37%
5.920
+0.65%
0.230
+12.74%
-13.18%
5,271.1
Business Services

Ananym Capital Management, LP's Historical Top Holdings Breakdowns

Ananym Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHL
Scholastic Corp
2025-03-31
New Buy
New Buy
+11.73%
17.86 ($20) 21.89
$21.63
8.15%
New holding
1,250,000
1,250,000
FUN
Six Flags Entertainment Corp
2025-03-31
New Buy
New Buy
+7.45%
34.5 ($42.55) 49.01
$32.15
-24.44%
New holding
420,365
420,365
LKQ
LKQ Corp
2025-03-31
Reduce
Reduce
-6.81%
36.24 ($39.66) 44.05
$38.68
-2.47%
Reduce -46.99%
344,860
-305,740
VAC
Marriott Vacations Worldwide Corp
2025-03-31
Add
Add
+5.87%
64.24 ($79.49) 90.95
$80.12
0.79%
Add 75.07%
428,647
183,805
SOLV
Solventum Corp
2025-03-31
Reduce
Reduce
-4.03%
65.93 ($74.47) 84.04
$78.50
5.41%
Reduce -37.73%
166,077
-100,646
BKR
Baker Hughes Co
2025-03-31
Add
Add
+3.48%
41.16 ($44.62) 48.85
$39.64
-11.16%
Add 32.09%
656,190
159,430
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-2.55%
198.1 ($216.92) 229.79
$223.08
2.84%
Reduce -91.84%
1,695
-19,065
BL
BlackLine Inc
2025-03-31
Add
Add
+2.40%
47.46 ($54.76) 65.64
$57.81
5.57%
Add 34.61%
387,646
99,670
SHC
Sotera Health Co
2025-03-31
Add
Add
+1.70%
11.28 ($12.87) 13.95
$11.74
-8.74%
Add 29.28%
1,292,779
292,779
WSC
WillScot Holdings Corp
2025-03-31
Add
Add
+0.65%
27.8 ($34) 39.18
$28.90
-15.00%
Add 12.37%
428,110
47,125

Ananym Capital Management, LP Total Holding History ($B)

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Ananym Capital Management, LP's Asset Allocation

To

Ananym Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Ananym Capital Management, LP's Hypothetical Growth since 2025-03-31

Ananym Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Ananym Capital Management, LP's Holdings Heat Map

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Ananym Capital Management, LP's Holdings Bubble Chart

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