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Ananym Capital Management, LP

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13F filer, CIK 2037077, NEW YORK, NY

Ananym Capital Management, LP reported $262,137,300 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002037077-26-000004

Period
2026-03-31
Reported value
$262M
Holdings
10
Top 10 weight
100%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACAnew+333,002$35.3M
DKSnew+72,580$14.4M
HSICadded+127,727$9.41M
SHCadded+554,533$7.95M
BEnew+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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LKQexited-1,110,000-$33.5M
SCHLreduced-742,797-$29M
BKRreduced-271,209-$16.6M
BLexited-253,482-$14M

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, Q1 2026

Share positions as resolved from 13F-HR 0002037077-26-000004, largest first. % of portfolio is the value over $262,137,299, 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; 2024Q2: restricted; 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 819,818$53.4M20.37%+82,871Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 674,883$49.7M18.97%+127,727Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333,002 shares 333,002$35.3M13.48%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 532,654$32.5M12.41%-271,209Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,747,366$25.1M9.56%+554,533Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 118,437$24.2M9.24%+12,834Timeline
SCHLSCHOLASTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,250,000 shares; 2025Q2: 1,250,000 shares; 2025Q3: 1,210,000 shares; 2025Q4: 1,210,000 shares; 2026Q1: 467,203 shares 467,203$18.2M6.96%-742,797Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,580 shares 72,580$14.4M5.49%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,000 shares 54,000$7.32M2.79%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,721$1.91M0.73%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
LKQLKQ CORP1,110,000$33.5Mshares
BLBLACKLINE INC253,482$14Mshares

How Q1 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 0002037077-26-000004 base2026-05-15acceptance time not in the bulk data set