13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002342
Total Value
$2.83B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 2,515,248 | $267.9M | 9.46% |
| 2 | ALPHABET INC | GOOG | 1,360,675 | $205.4M | 7.25% |
| 3 | AMAZON COM INC | AMZN | 1,038,649 | $187.4M | 6.61% |
| 4 | SKECHERS U S A INC | 830566105 | 3,025,957 | $185.4M | 6.54% |
| 5 | TEMPUR SEALY INTL INC | SGI | 3,060,945 | $173.9M | 6.14% |
| 6 | BUILDERS FIRSTSOURCE INC | BLDR | 833,070 | $173.7M | 6.13% |
| 7 | ON HLDG AG | H5919C104 | 4,728,877 | $167.3M | 5.90% |
| 8 | CORE & MAIN INC | CNM | 2,655,034 | $152.0M | 5.36% |
| 9 | WALMART INC | WMT | 2,100,909 | $126.4M | 4.46% |
| 10 | BURLINGTON STORES INC | BURL | 542,415 | $125.9M | 4.44% |
| 11 | EXXON MOBIL CORP | XOM | 1,045,434 | $121.5M | 4.29% |
| 12 | SALESFORCE INC | CRM | 393,624 | $118.6M | 4.18% |
| 13 | LAS VEGAS SANDS CORP | LVS | 2,200,289 | $113.8M | 4.01% |
| 14 | DATADOG INC | DDOG | 714,484 | $88.3M | 3.12% |
| 15 | CARMAX INC | KMX | 761,141 | $66.3M | 2.34% |
| 16 | SIGNET JEWELERS LIMITED | SIG | 614,917 | $61.5M | 2.17% |
| 17 | E L F BEAUTY INC | ELF | 302,994 | $59.4M | 2.10% |
| 18 | FEDEX CORP | FDX | 200,728 | $58.2M | 2.05% |
| 19 | TECHNIPFMC PLC | FTI | 2,275,746 | $57.1M | 2.02% |
| 20 | GITLAB INC | GTLB | 874,508 | $51.0M | 1.80% |
| 21 | D R HORTON INC | 23331A109 | 299,285 | $49.2M | 1.74% |
| 22 | PARKER-HANNIFIN CORP | PH | 81,598 | $45.4M | 1.60% |
| 23 | BOOKING HOLDINGS INC | BKNG | 9,013 | $32.7M | 1.15% |
| 24 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 765,752 | $27.6M | 0.97% |
| 25 | PALO ALTO NETWORKS INC | PANW | 96,011 | $27.3M | 0.96% |
| 26 | HESS CORP | HESM | 157,127 | $24.0M | 0.85% |
| 27 | RH | RH | 57,859 | $20.1M | 0.71% |
| 28 | PATTERSON-UTI ENERGY INC | PTEN | 1,252,086 | $14.9M | 0.53% |
| 29 | HUBBELL INC | HUBB | 32,402 | $13.4M | 0.47% |
| 30 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 1,683,971 | $12.1M | 0.43% |
| 31 | SYMBOTIC INC | SYM | 126,134 | $5.7M | 0.20% |