Fund Update: Ananym Capital Management, LP Just Disclosed New Holdings

Ananym Capital Management, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 183,805 shares of $VAC (~$5,549,471). This was a increase of ~75.07% from their previous position.
• An increase of 159,430 shares of $BKR (~$8,462,456). This was a increase of ~32.09% from their previous position.
• A decrease of 19,065 shares of $IWM (~$4,248,994). This was a increase of ~-91.84% from their previous position.
• A decrease of 305,740 shares of $LKQ1 (~$9,239,206). This was a increase of ~-46.99% from their previous position.
• An increase of 292,779 shares of $SHC (~$1,393,803). This was a increase of ~29.28% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Ananym Capital Management, LP for more details.