13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004890
Total Value
$2.81B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORTEVA INC | CTVA | 4,307,998 | $253.3M | 9.03% |
| 2 | CORE & MAIN INC | CNM | 5,164,617 | $229.3M | 8.17% |
| 3 | BURLINGTON STORES INC | BURL | 788,850 | $207.8M | 7.41% |
| 4 | AMAZON COM INC | AMZN | 1,012,327 | $188.6M | 6.72% |
| 5 | RH | RH | 439,125 | $146.9M | 5.24% |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 495,454 | $139.0M | 4.95% |
| 7 | SKECHERS U S A INC | 830566105 | 1,977,200 | $132.3M | 4.72% |
| 8 | TECHNIPFMC PLC | FTI | 4,960,238 | $130.1M | 4.64% |
| 9 | BUILDERS FIRSTSOURCE INC | BLDR | 663,899 | $128.7M | 4.59% |
| 10 | FIRST SOLAR INC | FSLR | 489,775 | $122.2M | 4.35% |
| 11 | PLANET FITNESS INC | PLNT | 1,473,445 | $119.7M | 4.27% |
| 12 | PROLOGIS INC. | PLDGP | 945,113 | $119.3M | 4.25% |
| 13 | BATH & BODY WORKS INC | BBWI | 3,514,124 | $112.2M | 4.00% |
| 14 | ON HLDG AG | H5919C104 | 2,166,931 | $108.7M | 3.87% |
| 15 | MCDONALDS CORP | MCD | 294,779 | $89.8M | 3.20% |
| 16 | CYBERARK SOFTWARE LTD | M2682V108 | 301,355 | $87.9M | 3.13% |
| 17 | XPO INC | XPO | 720,629 | $77.5M | 2.76% |
| 18 | ALPHABET INC | GOOG | 384,347 | $63.7M | 2.27% |
| 19 | E L F BEAUTY INC | ELF | 552,458 | $60.2M | 2.15% |
| 20 | FEDEX CORP | FDX | 181,205 | $49.6M | 1.77% |
| 21 | DATADOG INC | DDOG | 391,222 | $45.0M | 1.60% |
| 22 | SAIA INC | SAIA | 98,050 | $42.9M | 1.53% |
| 23 | LGI HOMES INC | LGIH | 335,368 | $39.7M | 1.42% |
| 24 | TREX CO INC | TREX | 460,895 | $30.7M | 1.09% |
| 25 | UNITED AIRLS HLDGS INC | UNTCW | 382,070 | $21.8M | 0.78% |
| 26 | ADOBE INC | ADBE | 38,330 | $19.8M | 0.71% |
| 27 | AMERICAN AIRLS GROUP INC | 02376R102 | 1,753,610 | $19.7M | 0.70% |
| 28 | SIGNET JEWELERS LIMITED | SIG | 183,113 | $18.9M | 0.67% |