Ananym Capital Management, LP
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$262.1M
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VAC
MARRIOTT VACATIONS WORLDWIDE
Held since at least Q1 2024
20.4%
02
$HSIC
HENRY SCHEIN INC
Held since at least Q1 2024
19.0%
03
$ACA
ARCOSA INC
Held since at least Q1 2024
13.5%
04
$BKR
BAKER HUGHES COMPANY
Held since at least Q1 2024
12.4%
05
$SHC
SOTERA HEALTH CO
Held since at least Q1 2024
9.6%
06
$BWXT
BWX TECHNOLOGIES INC
Held since at least Q1 2024
9.2%
07
$SCHL
SCHOLASTIC ORD
Held since at least Q1 2024
7.0%
08
$DKS
DICKS SPORTING GOODS INC
Held since at least Q1 2024
5.5%
09
$BE
BLOOM ENERGY
Held since at least Q1 2024
2.8%
10
$IWM
ISHARES TR
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.