13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 36 holding rows worth $822,701,000.
- Accession
- 0001172661-21-000746
- Filer
- CIK 1817534
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 36 entries on the cover page, a total value of $822,701,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $822,701,000 with VALUE read as thousands by filing date, 13F file number 028-20983. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MATCH GROUP INC NEW | 57667L107 | COM | 396,485 | $59,945,000 | thousands by filing date | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 1,376,081 | $56,158,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 146,401 | $52,029,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 260,535 | $51,859,000 | thousands by filing date | |
| NUANCE COMMUNICATIONS INC | 67020Y100 | COM | 1,078,200 | $47,538,000 | thousands by filing date | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 2,433,969 | $44,177,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 760,310 | $38,776,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 363,206 | $36,393,000 | thousands by filing date | |
| SAIA INC | 78709Y105 | COM | 168,970 | $30,550,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 44,428 | $29,391,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 183,494 | $26,464,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 500,174 | $26,404,000 | thousands by filing date | |
| AVALARA INC | 05338G106 | COM | 154,910 | $25,543,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 603,270 | $23,353,000 | thousands by filing date | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 319,630 | $22,729,000 | thousands by filing date | |
| APACHE CORP | 037411105 | COM | 1,598,691 | $22,685,000 | thousands by filing date | |
| LITHIA MTRS INC COM | 536797103 | Stock | 76,075 | $22,265,000 | thousands by filing date | |
| NVR INC COM | 62944T105 | Stock | 5,450 | $22,235,000 | thousands by filing date | |
| BAOZUN INC ADR | 06684L103 | SPONSORED ADR | 595,770 | $20,465,000 | thousands by filing date | |
| SHAKE SHACK INC | 819047101 | CL A | 193,790 | $16,430,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 6,740 | $15,012,000 | thousands by filing date | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 171,550 | $14,276,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 41,830 | $13,888,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 81,017 | $12,884,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 694,386 | $12,020,000 | thousands by filing date | |
| WENDYS CO COM | 95058W100 | Stock | 520,780 | $11,415,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 47,581 | $10,079,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 44,970 | $10,002,000 | thousands by filing date | |
| XPENG INC ADS | 98422D105 | ADR | 226,530 | $9,702,000 | thousands by filing date | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 138,259 | $7,189,000 | thousands by filing date | |
| SAILPOINT TECHNOLOGIES HOLDING | 78781P105 | COM | 134,960 | $7,185,000 | thousands by filing date | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 42,150 | $6,811,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 31,841 | $6,481,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 15,720 | $5,611,000 | thousands by filing date | |
| VELODYNE LIDAR INC | 92259F101 | COM | 170,947 | $3,901,000 | thousands by filing date | |
| FUBOTV INC | 35953D104 | COM | 30,580 | $856,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-21-000746 | this filing | 2021-02-16 | acceptance time not in the bulk data set |