ANANYM CAPITAL MANAGEMENT, LP
ANANYM CAPITAL MANAGEMENT, LP runs ANANYM CAPITAL MANAGEMENT, LP and currently holds 8 stock positions, which is fewer than the average of 230 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 #760 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%.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VAC MARRIOTT VACATIONS WORLDWIDE | 23.63% | $74.94 | $112.56 | +50.20% | Trimmed -21.37% |
HSIC SCHEIN HENRY INC | 20.86% | $70.22 | $88.50 | +26.03% | Added +2.86% |
BKR BAKER HUGHES COMPANY | 14.72% | $45.10 | $62.34 | +38.23% | Added +38.40% |
BWXT BWX TECHNOLOGIES INC | 13.47% | $177.77 | $156.81 | -11.79% | Added +62.46% |
SHC SOTERA HEALTH CO | 12.96% | $14.06 | $19.57 | +39.19% | Added +16.16% |
DKS DICKS SPORTING GOODS INC | 8.14% | $206.07 | $183.21 | -11.09% | Added +37.51% |
IWM ISHARES TR | 3.17% | $286.63 | $299.93 | +4.64% | Added +279.48% |
TECH BIO-TECHNE CORP | 3.05% | $70.65 | $72.32 | +2.36% | New Buy |