13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000958
Total Value
$3.38B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BURLINGTON STORES INC | BURL | 961,281 | $274.0M | 8.10% |
| 2 | TECHNIPFMC PLC | FTI | 7,266,580 | $210.3M | 6.22% |
| 3 | CORTEVA INC | CTVA | 3,563,889 | $203.0M | 6.00% |
| 4 | SKECHERS U S A INC | 830566105 | 2,989,015 | $201.0M | 5.94% |
| 5 | CORE & MAIN INC | CNM | 3,902,422 | $198.7M | 5.87% |
| 6 | AMAZON COM INC | AMZN | 894,728 | $196.3M | 5.80% |
| 7 | RH | RH | 481,111 | $189.4M | 5.60% |
| 8 | BATH & BODY WORKS INC | BBWI | 4,860,876 | $188.5M | 5.57% |
| 9 | PLANET FITNESS INC | PLNT | 1,772,593 | $175.3M | 5.18% |
| 10 | SIGNET JEWELERS LIMITED | SIG | 1,762,523 | $142.3M | 4.20% |
| 11 | TREX CO INC | TREX | 1,512,783 | $104.4M | 3.09% |
| 12 | PROLOGIS INC. | PLDGP | 926,883 | $98.0M | 2.90% |
| 13 | ALPHABET INC | GOOG | 516,837 | $97.8M | 2.89% |
| 14 | FIRST SOLAR INC | FSLR | 545,908 | $96.2M | 2.84% |
| 15 | CYBERARK SOFTWARE LTD | M2682V108 | 271,453 | $90.4M | 2.67% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 260,562 | $89.2M | 2.64% |
| 17 | MCDONALDS CORP | MCD | 304,631 | $88.3M | 2.61% |
| 18 | FEDEX CORP | FDX | 294,789 | $82.9M | 2.45% |
| 19 | XPO INC | XPO | 546,658 | $71.7M | 2.12% |
| 20 | BUILDERS FIRSTSOURCE INC | BLDR | 498,793 | $71.3M | 2.11% |
| 21 | APPLOVIN CORP | APP | 199,164 | $64.5M | 1.91% |
| 22 | UNITED AIRLS HLDGS INC | UNTCW | 625,116 | $60.7M | 1.79% |
| 23 | ADOBE INC | ADBE | 118,993 | $52.9M | 1.56% |
| 24 | DRAFTKINGS INC NEW | DKNG | 1,282,932 | $47.7M | 1.41% |
| 25 | SERVICENOW INC | NOW | 44,390 | $47.1M | 1.39% |
| 26 | ATI INC | ATI | 635,876 | $35.0M | 1.03% |
| 27 | AMER SPORTS INC | AS | 1,158,718 | $32.4M | 0.96% |
| 28 | AUTONATION INC | AN | 182,683 | $31.0M | 0.92% |
| 29 | AMERICAN AIRLS GROUP INC | 02376R102 | 1,405,097 | $24.5M | 0.72% |
| 30 | LGI HOMES INC | LGIH | 272,611 | $24.4M | 0.72% |
| 31 | SNOWFLAKE INC | SNOW | 144,327 | $22.3M | 0.66% |
| 32 | PAYLOCITY HLDG CORP | PCTY | 95,780 | $19.1M | 0.56% |
| 33 | PINTEREST INC | PINS | 546,590 | $15.9M | 0.47% |
| 34 | FLUOR CORP NEW | FLR | 263,480 | $13.0M | 0.38% |
| 35 | ON HLDG AG | H5919C104 | 219,169 | $12.0M | 0.35% |
| 36 | LITHIA MTRS INC | 536797103 | 33,142 | $11.8M | 0.35% |