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Ananym Capital Management, LP

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13F filer, CIK 2037077, NEW YORK, NY

Ananym Capital Management, LP reported $277,965,068 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002037077-26-000005

Period
2026-06-30
Reported value
$278M
Holdings
8
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BWXTadded+73,970$14.4M
BKRadded+204,540$11.4M
TECHnew+120,000$8.48M
IWMadded+21,579$6.48M
DKSadded+27,228$6.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ACAexited-333,002-$35.3M
SCHLexited-467,203-$18.2M
VACreduced-175,208-$17.9M
BEexited-54,000-$7.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002037077-26-000005, largest first. % of portfolio is the value over $277,965,068, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 244,842 shares; 2025Q1: 428,647 shares; 2025Q2: 733,747 shares; 2025Q3: 733,747 shares; 2025Q4: 736,947 shares; 2026Q1: 819,818 shares; 2026Q2: 644,610 shares 644,610$65.7M23.63%-175,208Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 471,507 shares; 2025Q1: 479,647 shares; 2025Q2: 487,196 shares; 2025Q3: 547,156 shares; 2025Q4: 547,156 shares; 2026Q1: 674,883 shares; 2026Q2: 694,183 shares 694,183$58M20.86%+19,300Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 496,760 shares; 2025Q1: 656,190 shares; 2025Q2: 803,863 shares; 2025Q3: 803,863 shares; 2025Q4: 803,863 shares; 2026Q1: 532,654 shares; 2026Q2: 737,194 shares 737,194$40.9M14.72%+204,540Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,403 shares; 2025Q3: 83,403 shares; 2025Q4: 105,603 shares; 2026Q1: 118,437 shares; 2026Q2: 192,407 shares 192,407$37.5M13.47%+73,970Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000,000 shares; 2025Q1: 1,292,779 shares; 2025Q2: 1,409,585 shares; 2025Q3: 1,410,517 shares; 2025Q4: 1,192,833 shares; 2026Q1: 1,747,366 shares; 2026Q2: 2,029,809 shares 2,029,809$36M12.96%+282,443Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,580 shares; 2026Q2: 99,808 shares 99,808$22.6M8.14%+27,228Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,760 shares; 2025Q1: 1,695 shares; 2025Q2: 585 shares; 2025Q3: 2,875 shares; 2025Q4: not reported; 2026Q1: 7,721 shares; 2026Q2: 29,300 shares 29,300$8.8M3.17%+21,579Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,000 shares 120,000$8.48M3.05%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ACAARCOSA INC333,002$35.3Mshares
SCHLSCHOLASTIC CORP467,203$18.2Mshares
BEBLOOM ENERGY CORP54,000$7.32Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002037077-26-000005 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002037077-26-000005 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0002037077-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0002037077-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0002037077-25-000009 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0002037077-25-000008 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0002037077-25-000006 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR/A 0002037077-25-000004 Quarter ended 2024-12-312025-02-18acceptance time not in the bulk data set
13F-HR 0002037077-25-000003 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set