Ananym Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Ananym Capital Management, LP | Institutional Filer | ▲ 7.80% | $262.1M | 10 |
Current Portfolio Holdings
Showing all 10 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VAC | Marriott Vacations Worldwide Corporation | Consumer Cyclical | 820K | $53.4M | 20.37% |
| 2 | HSIC | Henry Schein, Inc. | Healthcare | 675K | $49.7M | 18.97% |
| 3 | ACA | Arcosa, Inc. | Industrials | 333K | $35.3M | 13.48% |
| 4 | BKR | Baker Hughes Company | Energy | 533K | $32.5M | 12.41% |
| 5 | SHC | Sotera Health Company | Healthcare | 1.7M | $25.1M | 9.56% |
| 6 | BWXT | BWX Technologies, Inc. | Industrials | 118K | $24.2M | 9.24% |
| 7 | SCHL | Scholastic Corporation | Communication Services | 467K | $18.2M | 6.96% |
| 8 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | 73K | $14.4M | 5.49% |
| 9 | BE | Bloom Energy Corporation | Industrials | 54K | $7.3M | 2.79% |
| 10 | IWM | iShares Russell 2000 ETF | — | 8K | $1.9M | 0.73% |
Showing 1 to 10 of 10 holdings