🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 776.34 -0.2% NASDAQ 100: 731.07 -0.1% Dow Jones: 536.80 -0.2%

Ananym Capital Management - Q2 2026 13F Filings

AN

Ananym Capital Management, Lp

CIK: 0002037077
Address: New York New York 485 Lexington Avenue 25Th Floor
$277.97 M
Portfolio Value
8
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BWXT Bwx Technologies
+$14.4 M
2. BKR Baker Hughes Company
+$11.35 M
3. TECH Bio-Techne Corporation
+$8.48 M
4. IWM Ishares Russell 2000 Etf
+$6.48 M
5. DKS Dick's Sporting Goods
+$6.18 M

Top Sells

Q2 2026
1. ACA Arcosa
−$35.34 M
2. SCHL Scholastic Corporation
−$18.25 M
3. VAC Marriott Vacations Worldwide Corporation
−$17.85 M
4. BE Bloom Energy Corporation
−$7.32 M

Asset Allocation

Stocks/ETFs
+6.04%
$277.97 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ananym Capital Management Q2 2026 Filing Summary

Ananym Capital Management, Lp filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 277.97 M reflecting a +6.04% change from the prior quarter, spanning 8 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 3 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ananym Capital Management’s Q2 2026 Filing

Ananym Capital Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Ananym Capital Management reported a managed portfolio value of 277.97 M, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Ananym Capital Management bought or sold during Q2 2026, please visit Ananym Capital Management's Portfolio Analysis page.