StockDriftsStockDriftsTop 10 Ananym Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WORLDWIDE | 20.37% | 819.8K | $53.4M | +11.25%(+82.87K) | $73.86(-4.04%) | 2026-03-31 | |
| HSIC | HENRY SCHEIN INC | 18.97% | 674.9K | $49.7M | +23.34%(+127.73K) | $71.58(+1.59%) | 2026-03-31 | |
| ACA | ARCOSA INC | 13.48% | 333.0K | $35.3M | new | $106.23(+16.86%) | 2026-03-31 | |
| BKR | BAKER HUGHES COMPANY | 12.41% | 532.7K | $32.5M | -33.74%(-271.21K) | $39.75(+61.31%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 9.56% | 1.75M | $25.1M | +46.49%(+554.53K) | $14.87(+2.66%) | 2026-03-31 | |
| BWXT | BWX TECHNOLOGIES INC | 9.24% | 118.4K | $24.2M | +12.15%(+12.83K) | $151.44(+35.18%) | 2026-03-31 | |
| SCHL | SCHOLASTIC ORD | 6.96% | 467.2K | $18.2M | -61.39%(-742.80K) | $20.10(+97.46%) | 2026-03-31 | |
| DKS | DICKS SPORTING GOODS INC | 5.49% | 72.6K | $14.4M | new | $198.13(+9.26%) | 2026-03-31 | |
| BE | BLOOM ENERGY | 2.79% | 54.0K | $7.3M | new | $111.19(+148.18%) | 2026-03-31 | |
| IWM | ISHARES TR | 0.73% | 7.7K | $1.9M | new | $239.70(+15.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.36% | +16.95% |
| Top 20 Holdings Unweighted | -0.34% | -1.02% |
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