Ananym Capital Management, Lp

13F Holdings
Filed: 2025-05-15
Portfolio Value
201.20M arrow_upward 21.92%
Number of Holdings
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Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002037077
Filing Date
2025-05-15 15:01:57
Address
485 Lexington Avenue
New York
NY
Prior Value
165.03M
Top 10 Holdings %
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Portfolio Value
Ananym Capital Management, Lp
(13F - 2025-03-31)
HSIC
2025-05-15
Value
32.85M
Shares
479.65K
Portfolio %
16.33%
Baker Hughes Company
-
2025-05-15
Value
28.84M
Shares
656.19K
Portfolio %
14.33%
Marriott Vacations Worldwide
-
2025-05-15
Value
27.54M
Shares
428.65K
Portfolio %
13.69%
Scholastic Corp
SCHL
2025-05-15
Value
23.60M
Shares
1.25M
Portfolio %
11.73%
Blackline Inc
-
2025-05-15
Value
18.77M
Shares
387.65K
Portfolio %
9.33%
Sotera Health Co
SHC
2025-05-15
Value
15.07M
Shares
1.29M
Portfolio %
7.49%
Six Flags Entertainment Corp
-
2025-05-15
Value
14.99M
Shares
420.37K
Portfolio %
7.45%
LKQ
2025-05-15
Value
14.67M
Shares
344.86K
Portfolio %
7.29%
SOLV
2025-05-15
Value
12.63M
Shares
166.08K
Portfolio %
6.28%
Willscot Hldgs Corp
-
2025-05-15
Value
11.90M
Shares
428.11K
Portfolio %
5.92%
Top Increases | Ananym Capital Management, Lp
(2024-12-31 → 2025-03-31)
Baker Hughes Company
-
2025-05-15
Value Change
arrow_upward 8.46M
Shares
arrow_upward 159.43K
Portfolio % Change
arrow_upward 1.99%
Portfolio %
14.33%
Marriott Vacations Worldwide
-
2025-05-15
Value Change
arrow_upward 5.55M
Shares
arrow_upward 183.81K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
13.69%
Top Decreases | Ananym Capital Management, Lp
(2024-12-31 → 2025-03-31)
Sotera Health Co
SHC
2025-05-15
Value Change
arrow_downward 1.39M
Shares
arrow_downward 292.78K
Portfolio % Change
arrow_downward 0.80%
Portfolio %
7.49%
Blackline Inc
-
2025-05-15
Value Change
arrow_downward 1.27M
Shares
arrow_downward 99.67K
Portfolio % Change
arrow_downward 1.27%
Portfolio %
9.33%
Willscot Hldgs Corp
-
2025-05-15
Value Change
arrow_downward -842490.00
Shares
arrow_downward 47.12K
Portfolio % Change
arrow_downward 1.81%
Portfolio %
5.92%
Ishares Tr
-
2025-05-15
Value Change
arrow_downward -4248994.00
Shares
arrow_downward -19065.00
Portfolio % Change
arrow_downward 2.61%
Portfolio %
0.17%
HSIC
2025-05-15
Value Change
arrow_downward 222.74K
Shares
arrow_downward 8.14K
Portfolio % Change
arrow_downward 3.44%
Portfolio %
16.33%
SOLV
2025-05-15
Value Change
arrow_downward -4991226.00
Shares
arrow_downward -100646.00
Portfolio % Change
arrow_downward 4.40%
Portfolio %
6.28%
LKQ
2025-05-15
Value Change
arrow_downward -9239206.00
Shares
arrow_downward -305740.00
Portfolio % Change
arrow_downward 7.20%
Portfolio %
7.29%
Ananym Capital Management, Lp (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Ananym Capital Management, Lp
(2024-12-31 → 2025-03-31)
Scholastic Corp
SCHL
2025-05-15
Value
add_circle 23.60M
Shares
1.25M
Portfolio %
11.73%
% Change
11.73%
Six Flags Entertainment Corp
-
2025-05-15
Value
add_circle 14.99M
Shares
420.37K
Portfolio %
7.45%
% Change
7.45%