Vault-13

Ananym Capital Management, LP

NEW YORK, NY · CIK 2037077 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$278.0m reported value +6.0% vs Q1 2026
8positions
100.0%in top 10
1 new 6 added 1 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MARRIOTT VACATIONS WORLDWIDE COM VAC VAC 644,610 $65.7m23.63% 23.63% ReducedShares held: Q3 2025 733.7k, Q4 2025 736.9k, Q1 2026 819.8k, Q2 2026 644.6k -175.2k -175,208 -21.4%
2 HENRY SCHEIN INC COM HSIC HSIC 694,183 $58.0m20.86% 20.86% AddedShares held: Q3 2025 547.2k, Q4 2025 547.2k, Q1 2026 674.9k, Q2 2026 694.2k +19.3k +19,300 2.9%
3 BAKER HUGHES COMPANY CL A BKR BKR 737,194 $40.9m14.72% 14.72% AddedShares held: Q3 2025 803.9k, Q4 2025 803.9k, Q1 2026 532.7k, Q2 2026 737.2k +204.5k +204,540 38.4%
4 BWX TECHNOLOGIES INC COM BWXT BWXT 192,407 $37.5m13.47% 13.47% AddedShares held: Q3 2025 83.4k, Q4 2025 105.6k, Q1 2026 118.4k, Q2 2026 192.4k +74.0k +73,970 62.5%
5 SOTERA HEALTH CO COM SHC SHC 2,029,809 $36.0m12.96% 12.96% AddedShares held: Q3 2025 1.4m, Q4 2025 1.2m, Q1 2026 1.7m, Q2 2026 2.0m +282.4k +282,443 16.2%
6 DICKS SPORTING GOODS INC COM DKS DKS 99,808 $22.6m8.14% 8.14% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 72.6k, Q2 2026 99.8k +27.2k +27,228 37.5%
7 ISHARES TR RUSSELL 2000 ETF IWM IWM 29,300 $8.8m3.17% 3.17% AddedShares held: Q3 2025 2.9k, Q4 2025 0, Q1 2026 7.7k, Q2 2026 29.3k +21.6k +21,579 279.5%
8 BIO-TECHNE CORP COM TECH TECH 120,000 $8.5m3.05% 3.05% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 120.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ARCOSA INC ACA ACA 333,002 $35.3m333.0k shares
SCHOLASTIC CORP SCHL SCHL 467,203 $18.2m467.2k shares
BLOOM ENERGY CORP BE BE 54,000 $7.3m54.0k shares