Ananym Capital Management, LP Portfolio Holdings by Sector

Ananym Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$48.8 Million 20.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$39.2 Million 16.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC 1 stocks	$36.3 Million 15.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services SCHL 1 stocks	$33.1 Million 13.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BL 1 stocks	$23.5 Million 9.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LKQ 1 stocks	$22.8 Million 9.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$22.2 Million 9.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BWXT 1 stocks	$15.4 Million 6.35% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM 1 stocks	$695,635 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts

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