Q4 2024 · 13F-HR
Anomaly Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000958
$3.38B
Reported value
36
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 122017106 | BURL | BURLINGTON STORES INC | $274.0M | 8.10% | 961,281 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $210.3M | 6.22% | 7,266,580 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $203.0M | 6.00% | 3,563,889 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $201.0M | 5.94% | 2,989,015 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $198.7M | 5.87% | 3,902,422 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $196.3M | 5.80% | 894,728 | Common | SOLE |
| 74967X103 | RH | RH | $189.4M | 5.60% | 481,111 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $188.5M | 5.57% | 4,860,876 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $175.3M | 5.18% | 1,772,593 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LIMITED | $142.3M | 4.20% | 1,762,523 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $104.4M | 3.09% | 1,512,783 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $98.0M | 2.90% | 926,883 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $97.8M | 2.89% | 516,837 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $96.2M | 2.84% | 545,908 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $90.4M | 2.67% | 271,453 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $89.2M | 2.64% | 260,562 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $88.3M | 2.61% | 304,631 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $82.9M | 2.45% | 294,789 | Common | SOLE |
| 983793100 | XPO | XPO INC | $71.7M | 2.12% | 546,658 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $71.3M | 2.11% | 498,793 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $64.5M | 1.91% | 199,164 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $60.7M | 1.79% | 625,116 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $52.9M | 1.56% | 118,993 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $47.7M | 1.41% | 1,282,932 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $47.1M | 1.39% | 44,390 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $35.0M | 1.03% | 635,876 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $32.4M | 0.96% | 1,158,718 | Common | SOLE |
| 05329W102 | AN | AUTONATION INC | $31.0M | 0.92% | 182,683 | Common | SOLE |
| 02376R102 | AAL | AMERICAN AIRLS GROUP INC | $24.5M | 0.72% | 1,405,097 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $24.4M | 0.72% | 272,611 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $22.3M | 0.66% | 144,327 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $19.1M | 0.56% | 95,780 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $15.9M | 0.47% | 546,590 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $13.0M | 0.38% | 263,480 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $12.0M | 0.35% | 219,169 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $11.8M | 0.35% | 33,142 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.