Ananym Capital Management, LP
NEW YORK NY · SEC CIK 0002037077
$2.78亿2026Q2 申报市值
8持仓数
100.0%前十大占比 · 第一大 23.6%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BWXT 加仓+$1,439.83万
BKR 加仓+$1,135.20万
TECH 新建仓+$847.80万
IWM 加仓+$648.34万
DKS 加仓+$617.56万
2026Q2 卖出最多 按季末市值估算
ARCOSA INC 清仓-$3,534.48万
SCHL 清仓-$1,824.89万
VAC 减仓-$1,785.02万
BE 清仓-$731.65万
2026Q2 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 | $6,567.29万 | 23.63% | 644,610 | -175,208 | -21.4% | -$1,785.02万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $5,797.82万 | 20.86% | 694,183 | 19,300 | 2.9% | $161.19万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4,091.43万 | 14.72% | 737,194 | 204,540 | 38.4% | $1,135.20万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,745.20万 | 13.47% | 192,407 | 73,970 | 62.5% | $1,439.83万 | 加仓 |
| SHC | SOTERA HEALTH CO | $3,602.91万 | 12.96% | 2,029,809 | 282,443 | 16.2% | $501.34万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,263.75万 | 8.14% | 99,808 | 27,228 | 37.5% | $617.56万 | 加仓 |
| IWM | ISHARES TR | $880.32万 | 3.17% | 29,300 | 21,579 | 279.5% | $648.34万 | 加仓 |
| TECH | BIO-TECHNE CORP | $847.80万 | 3.05% | 120,000 | 120,000 | — | $847.80万 | 新建仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -333,002 | -100.0% | -$3,534.48万 | 清仓 |
| SCHL | SCHOLASTIC ORD | $0 | 0.00% | 0 | -467,203 | -100.0% | -$1,824.89万 | 清仓 |
| BE | BLOOM ENERGY | $0 | 0.00% | 0 | -54,000 | -100.0% | -$731.65万 | 清仓 |