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Ananym Capital Management - Q1 2026 13F Filings

AN

Ananym Capital Management, Lp

CIK: 0002037077
Address: New York New York 485 Lexington Avenue 25Th Floor
$262.14 M
Portfolio Value
10
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. ACA Arcosa
+$35.34 M
2. DKS Dick's Sporting Goods
+$14.39 M
3. HSIC Henry Schein
+$9.41 M
4. SHC Sotera Health Company
+$7.95 M
5. BE Bloom Energy Corporation
+$7.32 M

Top Sells

Q1 2026
1. LKQ Lkq Corporation
−$33.52 M
2. SCHL Scholastic Corporation
−$29.01 M
3. BKR Baker Hughes Company
−$16.56 M
4. BL Blackline
−$14.02 M

Asset Allocation

Stocks/ETFs
+7.80%
$262.14 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ananym Capital Management Q1 2026 Filing Summary

Ananym Capital Management, Lp filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 262.14 M reflecting a +7.80% change from the prior quarter, spanning 10 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Ananym Capital Management’s Q1 2026 Filing

Ananym Capital Management submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ananym Capital Management reported a managed portfolio value of 262.14 M, consisting of 10 individual positions.

This page displays the raw filing documents. To see which stocks Ananym Capital Management bought or sold during Q1 2026, please visit Ananym Capital Management's Portfolio Analysis page.