13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001972
Total Value
$2.15B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE & MAIN INC | CNM | 5,242,353 | $253.3M | 11.78% |
| 2 | PROLOGIS INC. | PLDGP | 1,901,296 | $212.5M | 9.89% |
| 3 | AMAZON COM INC | AMZN | 1,108,417 | $210.9M | 9.81% |
| 4 | CORTEVA INC | CTVA | 3,173,535 | $199.7M | 9.29% |
| 5 | RH | RH | 657,422 | $154.1M | 7.17% |
| 6 | SKECHERS U S A INC | 830566105 | 2,458,469 | $139.6M | 6.49% |
| 7 | BURLINGTON STORES INC | BURL | 563,797 | $134.4M | 6.25% |
| 8 | TECHNIPFMC PLC | FTI | 3,394,934 | $107.6M | 5.01% |
| 9 | D R HORTON INC | 23331A109 | 736,073 | $93.6M | 4.35% |
| 10 | BATH & BODY WORKS INC | BBWI | 2,833,144 | $85.9M | 4.00% |
| 11 | TREX CO INC | TREX | 1,396,008 | $81.1M | 3.77% |
| 12 | PINTEREST INC | PINS | 2,262,041 | $70.1M | 3.26% |
| 13 | PALO ALTO NETWORKS INC | PANW | 357,124 | $60.9M | 2.84% |
| 14 | AMER SPORTS INC | AS | 1,854,652 | $49.6M | 2.31% |
| 15 | WALMART INC | WMT | 551,351 | $48.4M | 2.25% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 188,839 | $41.8M | 1.95% |
| 17 | DRAFTKINGS INC NEW | DKNG | 918,879 | $30.5M | 1.42% |
| 18 | SPROUTS FMRS MKT INC | 85208M102 | 188,782 | $28.8M | 1.34% |
| 19 | GEO GROUP INC NEW | GEO | 963,340 | $28.1M | 1.31% |
| 20 | AMERICAN EXPRESS CO | AXP | 79,827 | $21.5M | 1.00% |
| 21 | ATKORE INC | ATKR | 334,673 | $20.1M | 0.93% |
| 22 | GE VERNOVA INC | GEV | 64,510 | $19.7M | 0.92% |
| 23 | ON HLDG AG | H5919C104 | 447,552 | $19.7M | 0.91% |
| 24 | DATADOG INC | DDOG | 140,380 | $13.9M | 0.65% |
| 25 | LGI HOMES INC | LGIH | 137,128 | $9.1M | 0.42% |
| 26 | VIKING HOLDINGS LTD | VIK | 151,621 | $6.0M | 0.28% |
| 27 | DOORDASH INC | DASH | 24,017 | $4.4M | 0.20% |
| 28 | APPLOVIN CORP | APP | 15,754 | $4.2M | 0.19% |