Filed: 2/17/2026ACC: 0002037077-26-000002
📋 What this filing means
ANANYM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $243.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$243.16M
Total AUM (reported)
5.96M
Total Shares
Allocation by class
COM$206.55M84.9%
CL A$36.61M15.1%
Portfolio Concentration
Top 3$120.48M49.5%
4–10$122.68M50.5%
Top 3 weight
49.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.96M
Sole
Full voting authority
5.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
MARRIOTT VACATIONS WORLD
SOLEShares736.95K
TypeSH
Market value$42.51M
17.48%
Sole
736.95K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares547.16K
TypeSH
Market value$41.35M
17.01%
Sole
547.16K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares803.86K
TypeSH
Market value$36.61M
15.06%
Sole
803.86K
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares1.21M
TypeSH
Market value$35.85M
14.74%
Sole
1.21M
Shared
0.00
None
0.00
LKQ CORP
SOLEShares1.11M
TypeSH
Market value$33.52M
13.79%
Sole
1.11M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares1.19M
TypeSH
Market value$21.04M
8.65%
Sole
1.19M
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares105.60K
TypeSH
Market value$18.25M
7.51%
Sole
105.60K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares253.48K
TypeSH
Market value$14.02M
5.76%
Sole
253.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARRIOTT VACATIONS WORLDSOLE | COM | 736.95K | SH | $42.51M 17.48% | 736.95K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 547.16K | SH | $41.35M 17.01% | 547.16K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 803.86K | SH | $36.61M 15.06% | 803.86K | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 1.21M | SH | $35.85M 14.74% | 1.21M | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 1.11M | SH | $33.52M 13.79% | 1.11M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 1.19M | SH | $21.04M 8.65% | 1.19M | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 105.60K | SH | $18.25M 7.51% | 105.60K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 253.48K | SH | $14.02M 5.76% | 253.48K | 0.00 | 0.00 |