Ananym Capital Management, LP
Hedge Fund • Activist
Ananym Capital Management, LP is an Activist Hedge Fund based in New York, NY led by Alexander Jonathan Silver, managing $260.1M across 10 long positions as of Q3 2025 with 35% Consumer Cyclical concentration, with only 10 positions, and 19% allocation to VAC.
CIOAlexander Jonathan Silver
- Portfolio Value
- $260.1M
- Positions
- 10
- Top Holding
- VAC at 18.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ananym Capital Management, LP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gambling, Resorts & Casinos Consumer Cyclical | $48.8M | 18.78% | — | 2.12% 733.7K shares | |
Oil & Gas Equipment & Services Energy | $39.2M | 15.06% | — | 0.08% 803.9K shares | |
Medical - Distribution Healthcare | $36.3M | 13.96% | +$4.0M Bought | 0.45% 547.2K shares | |
Publishing Communication Services | $33.1M | 12.74% | -$1.1M Sold | 4.81% 1.2M shares | |
Software - Application Technology | $23.5M | 9.03% | +$6.4M Bought | 0.72% 442.5K shares | |
Auto - Parts Consumer Cyclical | $22.8M | 8.78% | +$13.9M Bought | 0.29% 748.1K shares | |
Medical - Diagnostics & Research Healthcare | $22.2M | 8.53% | +$14.7K Bought | 0.50% 1.4M shares | |
Leisure Consumer Cyclical | $18.1M | 6.95% | +$3.8M Bought | 0.79% 795.4K shares | |
Aerospace & Defense Industrials | $15.4M | 5.91% | +$6.1M Bought | 0.09% 83.4K shares | |
ETF ETF | $695.6K | 0.27% | +$554.1K Bought | — 2.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ananym Capital Management, LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+391.45% | |
+155.15% | |
+65.47% | |
+37.46% | |
+26.37% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-3.2% |
Analytics
Portfolio insights and performance metrics for Ananym Capital Management, LP
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