Filed: 5/15/2026ACC: 0002037077-26-000004
📋 What this filing means
ANANYM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $262.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$262.14M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
COM$220.39M84.1%
CL A$39.83M15.2%
RUSSELL 2000 ETF$1.91M0.7%
Portfolio Concentration
Top 3$138.47M52.8%
4–10$123.67M47.2%
Top 3 weight
52.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.83M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
MARRIOTT VACATIONS WORLDWIDE
SOLEShares819.82K
TypeSH
Market value$53.39M
20.37%
Sole
819.82K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares674.88K
TypeSH
Market value$49.74M
18.97%
Sole
674.88K
Shared
0.00
None
0.00
ARCOSA INC
SOLEShares333K
TypeSH
Market value$35.34M
13.48%
Sole
333K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares532.65K
TypeSH
Market value$32.52M
12.41%
Sole
532.65K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares1.75M
TypeSH
Market value$25.06M
9.56%
Sole
1.75M
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares118.44K
TypeSH
Market value$24.22M
9.24%
Sole
118.44K
Shared
0.00
None
0.00
SCHOLASTIC ORD
SOLEShares467.20K
TypeSH
Market value$18.25M
6.96%
Sole
467.20K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares72.58K
TypeSH
Market value$14.39M
5.49%
Sole
72.58K
Shared
0.00
None
0.00
BLOOM ENERGY
SOLEShares54K
TypeSH
Market value$7.32M
2.79%
Sole
54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.72K
TypeSH
Market value$1.91M
0.73%
Sole
7.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARRIOTT VACATIONS WORLDWIDESOLE | COM | 819.82K | SH | $53.39M 20.37% | 819.82K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 674.88K | SH | $49.74M 18.97% | 674.88K | 0.00 | 0.00 |
ARCOSA INCSOLE | COM | 333K | SH | $35.34M 13.48% | 333K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 532.65K | SH | $32.52M 12.41% | 532.65K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 1.75M | SH | $25.06M 9.56% | 1.75M | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 118.44K | SH | $24.22M 9.24% | 118.44K | 0.00 | 0.00 |
SCHOLASTIC ORDSOLE | COM | 467.20K | SH | $18.25M 6.96% | 467.20K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 72.58K | SH | $14.39M 5.49% | 72.58K | 0.00 | 0.00 |
BLOOM ENERGYSOLE | CL A | 54K | SH | $7.32M 2.79% | 54K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 7.72K | SH | $1.91M 0.73% | 7.72K | 0.00 | 0.00 |