Ananym Capital Management, LP
NEW YORK NY · SEC CIK 0002037077
$2.62亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 20.4%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ARCOSA INC 新建仓+$3,534.48万
DKS 新建仓+$1,439.19万
HSIC 加仓+$941.35万
SHC 加仓+$795.20万
BE 新建仓+$731.65万
2026Q1 卖出最多 按季末市值估算
LKQ 清仓-$3,352.20万
SCHL 减仓-$2,901.37万
BKR 减仓-$1,655.73万
BL 清仓-$1,401.50万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WORLDWIDE | $5,338.65万 | 20.37% | 819,818 | 82,871 | 11.2% | $539.66万 | 加仓 |
| HSIC | HENRY SCHEIN INC | $4,973.89万 | 18.97% | 674,883 | 127,727 | 23.3% | $941.35万 | 加仓 |
| — | ARCOSA INC | $3,534.48万 | 13.48% | 333,002 | 333,002 | — | $3,534.48万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $3,251.85万 | 12.41% | 532,654 | -271,209 | -33.7% | -$1,655.73万 | 减仓 |
| SHC | SOTERA HEALTH CO | $2,505.72万 | 9.56% | 1,747,366 | 554,533 | 46.5% | $795.20万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $2,421.92万 | 9.24% | 118,437 | 12,834 | 12.2% | $262.44万 | 加仓 |
| SCHL | SCHOLASTIC ORD | $1,824.89万 | 6.96% | 467,203 | -742,797 | -61.4% | -$2,901.37万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1,439.19万 | 5.49% | 72,580 | 72,580 | — | $1,439.19万 | 新建仓 |
| BE | BLOOM ENERGY | $731.65万 | 2.79% | 54,000 | 54,000 | — | $731.65万 | 新建仓 |
| IWM | ISHARES TR | $191.48万 | 0.73% | 7,721 | 4,846 | 168.6% | $120.18万 | 重新持有 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -1,110,000 | -100.0% | -$3,352.20万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -253,482 | -100.0% | -$1,401.50万 | 清仓 |