13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 36 holding rows worth $3,383,119,224.
- Accession
- 0001172661-25-000958
- Filer
- CIK 1817534
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 36 entries on the cover page, a total value of $3,383,119,224 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,383,119,224 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| BURLINGTON STORES INC COM | 122017106 | Stock | 961,281 | $274,022,762 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 7,266,580 | $210,294,825 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 3,563,889 | $202,999,117 | dollars as filed | |
| SKECHERS U S A INC | 830566105 | CL A | 2,989,015 | $200,981,369 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 3,902,422 | $198,672,304 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 894,728 | $196,294,376 | dollars as filed | |
| RH | 74967X103 | COM | 481,111 | $189,360,478 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 4,860,876 | $188,456,163 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,772,593 | $175,256,270 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 1,762,523 | $142,253,231 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 1,512,783 | $104,427,410 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 926,883 | $97,971,533 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 516,837 | $97,837,244 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 545,908 | $96,210,826 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 271,453 | $90,434,567 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 260,562 | $89,153,894 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 304,631 | $88,309,481 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 294,789 | $82,932,989 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 546,658 | $71,694,197 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 498,793 | $71,292,483 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 199,164 | $64,495,278 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 625,116 | $60,698,764 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 118,993 | $52,913,807 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 1,282,932 | $47,725,070 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 44,390 | $47,058,727 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 635,876 | $34,998,615 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,158,718 | $32,397,755 | dollars as filed | |
| AUTONATION INC COM | 05329W102 | Stock | 182,683 | $31,026,881 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 1,405,097 | $24,490,841 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 272,611 | $24,371,423 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 144,327 | $22,285,532 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 95,780 | $19,105,237 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 546,590 | $15,851,110 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 263,480 | $12,994,834 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 219,169 | $12,003,886 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 33,142 | $11,845,945 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-000958 | this filing | 2025-02-14 | acceptance time not in the bulk data set |