Anomaly Capital Management, LP

CIK Number: 0001817534

2.15B
Market Value
36
# of Holdings
3 months
Avg. Holding Period
46.15%
Win Rate
20.77%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BURL Burlington Stor...
235.41
+2.88% 961.28K +21.86% 274.02M 228.66 8.10%
2 FTI TechnipFMC plc
34.62
+0.28% 7.27M +46.50% 210.29M 26.86 6.22%
3 CTVA Corteva, Inc.
74.07
+2.26% 3.56M -17.27% 203M 54.15 6.00%
4 SKX Skechers U.S.A....
62.54
+0.11% 2.99M +51.17% 200.98M 55.63 5.94%
5 CNM Core & Main, In...
55.78
-0.6% 3.9M -24.44% 198.67M 51.76 5.87%
6 AMZN Amazon.com, Inc...
216.06
+1.87% 894.73K -11.62% 196.29M 129.86 5.80%
7 RH RH
189.75
+0.33% 481.11K +9.56% 189.36M 272.7 5.60%
8 BBWI Bath & Body Wor...
25.80
+2.36% 4.86M +38.32% 188.46M 37.73 5.57%
9 PLNT Planet Fitness,...
105.02
+2.34% 1.77M +20.30% 175.26M 76.77 5.18%
10 SIG Signet Jewelers...
82.66
+8.07% 1.76M +862.53% 142.25M 80.29 4.20%
11 TREX Trex Company, I...
55.47
+0.22% 1.51M +228.23% 104.43M 68.28 3.09%
12 PLD Prologis, Inc.
106.75
-0.49% 926.88K -1.93% 97.97M 117.14 2.90%
13 GOOGL Alphabet Inc.
176.59
+1.10% 516.84K +34.47% 97.84M 143.87 2.89%
14 FSLR First Solar, In...
175.19
-0.01% 545.91K +11.46% 96.21M 230.24 2.84%
15 CYBR CyberArk Softwa...
389.56
+0.74% 271.45K -9.92% 90.43M 278.52 2.67%
16 CRWD CrowdStrike Hol...
479.14
-0.31% 260.56K -47.41% 89.15M 280.47 2.64%
17 MCD McDonald's Corp...
295.94
-1.98% 304.63K +3.34% 88.31M 282.66 2.61%
18 FDX FedEx Corporati...
226.24
+0.83% 294.79K +62.68% 82.93M 284.15 2.45%
19 XPO XPO Logistics, ...
122.35
+1.58% 546.66K -24.14% 71.69M 107.51 2.12%
20 BLDR Builders FirstS...
111.64
+0.31% 498.79K -24.87% 71.29M 93.19 2.11%
21 APP AppLovin Corpor...
370.93
+1.77% 199.16K +100.00% 64.5M 323.83 1.91%
22 UAL United Airlines...
78.47
+6.05% 625.12K +63.61% 60.7M 72.63 1.79%
23 ADBE Adobe Inc.
401.12
+2.41% 118.99K +210.44% 52.91M 468.23 1.56%
24 DKNG DraftKings Inc.
37.84
+3.66% 1.28M +100.00% 47.73M 37.2 1.41%
25 NOW ServiceNow, Inc...
1005.49
+1.70% 44.39K +100.00% 47.06M 1060.12 1.39%
26 ATI ATI Inc.
85.15
+0.21% 635.88K +100.00% 35M 55.04 1.03%
27 AS Amer Sports, In...
37.12
+2.41% 1.16M +100.00% 32.4M 27.96 0.96%
28 AN AutoNation, Inc...
192.59
+1.57% 182.68K +100.00% 31.03M 169.84 0.92%
29 AAL American Airlin...
10.89
+5.02% 1.41M -19.87% 24.49M 11.24 0.72%
30 LGIH LGI Homes, Inc.
50.52
+1.65% 272.61K -18.71% 24.37M 113.93 0.72%
31 SNOW Snowflake Inc.
209.04
+0.41% 144.33K +100.00% 22.29M 154.41 0.66%
32 PCTY Paylocity Holdi...
179.06
+1.27% 95.78K +100.00% 19.11M 199.47 0.56%
33 PINS Pinterest, Inc.
35.19
+3.99% 546.59K +100.00% 15.85M 29 0.47%
34 FLR Fluor Corporati...
50.85
+5.33% 263.48K +100.00% 12.99M 49.32 0.38%
35 ONON On Holding AG
53.02
+1.44% 219.17K -89.89% 12M 27.38 0.35%
36 LAD Lithia Motors, ...
332.15
+2.54% 33.14K +100.00% 11.85M 357.43 0.35%