Anomaly Capital Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.8T
Holdings
28
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTVACORTEVA INC | 4,307,998 | $253.3B | 9.03% | |
| 2 | CNMCORE & MAIN INC | 5,164,617 | $229.3B | 8.17% | |
| 3 | BURLBURLINGTON STORES INC | 788,850 | $207.8B | 7.41% | |
| 4 | AMZNAMAZON COM INC | 1,012,327 | $188.6B | 6.72% | |
| 5 | RHRH | 439,125 | $146.9B | 5.24% | |
| 6 | CRWDCROWDSTRIKE HLDGS INC | 495,454 | $139.0B | 4.95% | |
| 7 | SKAASKECHERS U S A INC | 1,977,200 | $132.3B | 4.72% | |
| 8 | FTITECHNIPFMC PLC | 4,960,238 | $130.1B | 4.64% | |
| 9 | BLDRBUILDERS FIRSTSOURCE INC | 663,899 | $128.7B | 4.59% | |
| 10 | FSLRFIRST SOLAR INC | 489,775 | $122.2B | 4.35% | |
| 11 | PLNTPLANET FITNESS INC | 1,473,445 | $119.7B | 4.27% | |
| 12 | PLDPROLOGIS INC. | 945,113 | $119.3B | 4.25% | |
| 13 | BBWIBATH & BODY WORKS INC | 3,514,124 | $112.2B | 4.00% | |
| 14 | ONONON HLDG AG | 2,166,931 | $108.7B | 3.87% | |
| 15 | MCDMCDONALDS CORP | 294,779 | $89.8B | 3.20% | |
| 16 | CYBRCYBERARK SOFTWARE LTD | 301,355 | $87.9B | 3.13% | |
| 17 | XPOXPO INC | 720,629 | $77.5B | 2.76% | |
| 18 | GOOGLALPHABET INC | 384,347 | $63.7B | 2.27% | |
| 19 | ELFE L F BEAUTY INC | 552,458 | $60.2B | 2.15% | |
| 20 | FDXFEDEX CORP | 181,205 | $49.6B | 1.77% | |
| 21 | DDOGDATADOG INC | 391,222 | $45.0B | 1.60% | |
| 22 | SAIASAIA INC | 98,050 | $42.9B | 1.53% | |
| 23 | LGIHLGI HOMES INC | 335,368 | $39.7B | 1.42% | |
| 24 | TREXTREX CO INC | 460,895 | $30.7B | 1.09% | |
| 25 | UALUNITED AIRLS HLDGS INC | 382,070 | $21.8B | 0.78% | |
| 26 | ADBEADOBE INC | 38,330 | $19.8B | 0.71% | |
| 27 | AALAMERICAN AIRLS GROUP INC | 1,753,610 | $19.7B | 0.70% | |
| 28 | SIGSIGNET JEWELERS LIMITED | 183,113 | $18.9B | 0.67% |