Ananym Capital Management vs Henry Schein
Activist campaign pushing for leadership changes, cost cuts, and strategic alternatives at Henry Schein
HENRY SCHEIN INC
Campaign Overview
Active
Ananym Capital Management launched an activist campaign against Henry Schein in November 2024, calling for board refreshment, leadership succession planning, cost reduction measures, and consideration of strategic alternatives including the potential sale of the medical distribution business. The campaign centers on concerns about CEO Stanley Bergman's succession planning (age 75, 40+ year tenure), excessive costs, and undervaluation of the stock.
Target Company
HENRY SCHEIN INC ()
Launch Date
November 18, 2024
Duration (Active)
1 year, 2 months
Key Investment Metrics
13F/13D Filing
$35.6M
Market Value (Filing)
+19% to +59%
Target Price
487K
Share Count
$70.0
Estimated Purchase Price
$73.1
Filing Price
5.6%
Share Performance
$3.0M
Value Change
Reported: August 14, 2025
Holdings History
Jun 30, 2025 | — | 487,196 | $73 | $35,589,668 | 13F/13D Filing |
Mar 31, 2025 | — | 479,647 | $68 | $32,851,023 | 13F/13D Filing |
Dec 31, 2024 | — | 471,507 | $69 | $32,628,284 | 13F/13D Filing |
Dec 31, 2024 | — | 471,507 | $69 | $32,628,284 | 13F/13D Filing |
Holdings Analytics
Dec 2024
First Purchase
4
Total Transactions
60
Avg Days Between
stable
Recent Pattern
N/A
Portfolio Weight
Contact Details
Latest Updates
Campaign Updated
Ananym Capital Management
13mo ago