Alison Silverman
Ananym Capital Management, Lp
Assets Managed
$262.137M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
7.81%(2Q avg: 0.65%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Ananym Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.
Assets under management
The assets under management (AUM) of Ananym Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.137M in assets, with a quarterly growth rate of 7.81% and a 2-quarter average growth rate of 0.65%. The portfolio is managed by Alison Silverman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VAC Marriott Vacations World
| 20.37% | $53.387M 819,818 shares@ $65.12 avg price | Increased 11.25% |
HSIC Henry Schein Inc
| 18.98% | $49.739M 674,883 shares@ $73.7 avg price | Increased 23.35% |
ACA Arcosa Inc
| 13.49% | $35.345M 333,002 shares@ $106.14 avg price | New Position |
BKR Baker Hughes Co
| 12.41% | $32.519M 532,654 shares@ $61.06 avg price | Decreased -33.73% |
SHC Sotera Health Co
| 9.56% | $25.057M 1.747M shares@ $14.34 avg price | Increased 46.49% |
BWXT Bwx Technologies Inc
| 9.24% | $24.219M 118,437 shares@ $204.49 avg price | Increased 12.16% |
SCHL Scholastic Corp
| 6.97% | $18.249M 467,203 shares@ $39.06 avg price | Decreased -61.38% |
DKS Dick's Sporting Goods Inc
| 5.5% | $14.392M 72,580 shares@ $198.29 avg price | New Position |
BE Bloom Energy Corp- A
| 2.8% | $7.316M 54,000 shares@ $135.49 avg price | New Position |
IWM Ishares Russell 2000 Etf
| 0.74% | $1.915M 7,721 shares@ $248.0 avg price | New Position |
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