Ananym Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARCOSA INC | 0 | 333,002 | +333,002 | 0 | 35,344,832 | 13.48% | +35,344,832 |
| DICKS SPORTING GOODS INC(DKS) | 0 | 72,580 | +72,580 | 0 | 14,391,888 | 5.49% | +14,391,888 |
| MARRIOTT VACATIONS WORLDWIDE(VAC) | 736,947 | 819,818 | +82,871 | 42,514,472 | 53,386,548 | 20.37% | +10,872,076 |
| HENRY SCHEIN INC(HSIC) | 547,156 | 674,883 | +127,727 | 41,354,050 | 49,738,877 | 18.97% | +8,384,827 |
| BLOOM ENERGY | 0 | 54,000 | +54,000 | 0 | 7,316,460 | 2.79% | +7,316,460 |
| BWX TECHNOLOGIES INC(BWXT) | 105,603 | 118,437 | +12,834 | 18,252,423 | 24,219,182 | 9.24% | +5,966,759 |
| SOTERA HEALTH CO(SHC) | 1,192,833 | 1,747,366 | +554,533 | 21,041,574 | 25,057,228 | 9.56% | +4,015,654 |
| ISHARES TR | 0 | 7,721 | +7,721 | 0 | 1,914,808 | 0.73% | +1,914,808 |
| BAKER HUGHES COMPANY(BKR) | 803,863 | 532,654 | -271,209 | 36,607,921 | 32,518,527 | 12.41% | -4,089,394 |
| BLACKLINE INC(BL) | 253,482 | 0 | -253,482 | 14,015,020 | 0 | — | -14,015,020 |
| SCHOLASTIC ORD | 1,210,000 | 467,203 | -742,797 | 35,852,300 | 18,248,949 | 6.96% | -17,603,351 |
| LKQ CORP(LKQ) | 1,110,000 | 0 | -1,110,000 | 33,522,000 | 0 | — | -33,522,000 |