ANANYM CAPITAL MANAGEMENT, LP 13F Portfolio
ANANYM CAPITAL MANAGEMENT, LP runs ANANYM CAPITAL MANAGEMENT, LP and currently holds 8 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $277.97M. Their top holdings are VAC, HSIC, BKR, BWXT, SHC. The top five represent 85.6% of reported portfolio weight. ANANYM CAPITAL MANAGEMENT, LP ranks #764 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ANANYM CAPITAL MANAGEMENT, LP initiated 1 new position. They added to 6 existing positions. They trimmed 1 position. Their current best-performing preview position is VAC with returns of +56.45%.
Portfolio Value
$277.97M
Alpha Score
30.5
#764 of 1000
Holdings
8
ANANYM CAPITAL MANAGEMENT, LP Current 13F Holdings
Reported holdings from ANANYM CAPITAL MANAGEMENT, LP's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VAC MARRIOTT VACATIONS WORLDWIDE | 23.63% | $74.94 | $105.34 | +40.57% | Trimmed -21.37% |
 HSIC SCHEIN HENRY INC | 20.86% | $70.22 | $84.01 | +19.64% | Added +2.86% |
 BKR BAKER HUGHES COMPANY | 14.72% | $45.10 | $56.70 | +25.72% | Added +38.40% |
 BWXT BWX TECHNOLOGIES INC | 13.47% | $177.77 | $143.83 | -19.09% | Added +62.46% |
 SHC SOTERA HEALTH CO | 12.96% | $14.06 | $18.06 | +28.45% | Added +16.16% |
 DKS DICKS SPORTING GOODS INC | 8.14% | $206.07 | $136.64 | -33.69% | Added +37.51% |
 IWM ISHARES TR | 3.17% | $286.63 | $278.93 | -2.69% | Added +279.48% |
 TECH BIO-TECHNE CORP | 3.05% | $70.65 | $72.46 | +2.56% | New Buy |