13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 29 holding rows worth $2,292,624,000.
- Accession
- 0001172661-22-001350
- Filer
- CIK 1817534
- Filed
- 2022-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 29 entries on the cover page, a total value of $2,292,624,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,292,624,000 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 |
|---|---|---|---|---|---|---|
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,085,724 | $212,444,000 | thousands by filing date | |
| OVINTIV INC | 69047Q102 | COM | 3,774,690 | $204,097,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 316,059 | $196,750,000 | thousands by filing date | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 2,725,218 | $163,268,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 528,092 | $162,816,000 | thousands by filing date | |
| XPO INC COM | 983793100 | Stock | 2,157,448 | $157,062,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 750,000 | $143,625,000 | thousands by filing date | put |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 1,959,981 | $126,497,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,240 | $117,484,000 | thousands by filing date | |
| OUTFRONT MEDIA INC | 69007J106 | COM | 3,699,757 | $105,184,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 1,598,258 | $90,685,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 1,013,851 | $83,683,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 540,149 | $81,816,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 522,003 | $55,875,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 1,449,711 | $55,669,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 303,521 | $54,163,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 508,595 | $37,895,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 14,490 | $34,029,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 234,660 | $32,111,000 | thousands by filing date | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 535,313 | $31,980,000 | thousands by filing date | |
| SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | COM CL A | 571,170 | $27,925,000 | thousands by filing date | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 672,239 | $27,152,000 | thousands by filing date | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 636,720 | $24,030,000 | thousands by filing date | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 453,420 | $19,864,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 54,340 | $12,340,000 | thousands by filing date | |
| GODADDY INC CL A | 380237107 | Stock | 140,870 | $11,791,000 | thousands by filing date | |
| TELLURIAN INC NEW | 87968A104 | COM | 1,632,740 | $8,654,000 | thousands by filing date | |
| VALARIS LTD | G9460G101 | CL A | 159,314 | $8,280,000 | thousands by filing date | |
| ALTERYX, INC (CLASS A) | 02156B103 | COM CL A | 76,260 | $5,455,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-001350 | this filing | 2022-05-16 | acceptance time not in the bulk data set |