Investor

Anomaly Capital Management, LP

Portfolio Total Value

$3,498,824,000.00

Number of Stocks

38

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
BURL $274,022,000.0 8.18%
Added 21.86%
961,281 $285.06 $305.47
Added 7.16%
$174.64 $298.89
FTI $210,294,000.0 6.28%
Added 46.5%
7,266,580 $28.94 $64.9
Added 124.26%
$18.54 $33.45
CTVA $202,999,000.0 6.06%
Reduced 17.27%
3,563,889 $56.96 $76.31
Added 33.97%
$44.91 $64.2
SKX $200,981,000.0 6.0%
Added 51.17%
2,989,015 $67.24 $0.0
Reduced 100.0%
$0.0 $0.0
CNM $198,672,000.0 5.93%
Reduced 24.44%
3,902,422 $50.91 $49.38
Reduced 3.01%
$37.22 $62.15
AMZN $196,294,000.0 5.86%
Reduced 11.62%
894,728 $219.39 $214.33
Reduced 2.31%
$151.61 $235.44
RH $189,360,000.0 5.65%
Added 9.56%
481,111 $393.59 $143.45
Reduced 63.55%
$212.43 $457.26
BBWI $188,456,000.0 5.62%
Added 38.32%
4,860,876 $38.77 $20.44
Reduced 47.28%
$26.21 $52.99
PLNT $175,256,000.0 5.23%
Added 20.3%
1,772,593 $98.87 $76.29
Reduced 22.84%
$54.35 $108.12
SIG $142,253,000.0 4.25%
Added 862.53%
1,762,523 $80.71 $90.81
Added 12.51%
$54.44 $112.06
TREX $104,427,000.0 3.12%
Added 228.23%
1,512,783 $69.03 $37.26
Reduced 46.02%
$58.68 $101.91
PLD $97,971,000.0 2.92%
Reduced 1.93%
926,883 $105.7 $136.16
Added 28.82%
$100.82 $135.76
GOOGL $97,837,000.0 2.92%
Added 34.47%
516,837 $189.3 $307.04
Added 62.2%
$130.67 $202.29
FSLR $96,210,000.0 2.87%
Added 11.46%
545,908 $176.24 $197.8
Added 12.23%
$135.88 $306.77
CYBR $90,434,000.0 2.7%
Reduced 9.92%
271,453 $333.15 $408.85
Added 22.72%
$223.09 $363.0
CRWD $89,153,000.0 2.66%
Reduced 47.41%
260,562 $342.16 $436.33
Added 27.52%
$200.81 $398.33
MCD $88,309,000.0 2.64%
Added 3.34%
304,631 $289.89 $327.94
Added 13.13%
$243.53 $317.9
FDX $82,932,000.0 2.48%
Added 62.68%
294,789 $281.33 $359.47
Added 27.78%
$234.45 $313.84
ELF $60,234,000.0 2.15%
No Change
552,458 $109.03 $80.49
Reduced 26.18%
$98.5 $221.83
XPO $71,694,000.0 2.14%
Reduced 24.14%
546,658 $131.15 $194.68
Added 48.44%
$82.78 $161.0
BLDR $71,292,000.0 2.13%
Reduced 24.87%
498,793 $142.93 $93.68
Reduced 34.46%
$130.75 $214.7
APP $64,495,000.0 1.92%
No Change
199,164 $323.83 $477.39
Added 47.42%
$40.71 $417.64
UAL $60,698,000.0 1.81%
Added 63.61%
625,116 $97.1 $91.1
Reduced 6.18%
$37.02 $110.92
DDOG $45,014,000.0 1.6%
No Change
391,222 $115.06 $123.08
Added 6.97%
$98.8 $170.08
ADBE $52,913,000.0 1.58%
Added 210.44%
118,993 $444.68 $275.13
Reduced 38.13%
$403.75 $638.25
SAIA $42,873,000.0 1.53%
No Change
98,050 $437.26 $356.03
Reduced 18.58%
$358.9 $628.34
$47,725,000.0 1.42%
No Change
1,282,932 $37.2 $nan
Reduced nan%
$nan $nan
NOW $47,058,000.0 1.4%
No Change
44,390 $1,060.12 $116.61
Reduced 89.0%
$637.99 $1,157.9
ATI $34,998,000.0 1.04%
No Change
635,876 $55.04 $158.97
Added 188.83%
$38.04 $68.92
AN $31,026,000.0 0.93%
No Change
182,683 $169.84 $191.87
Added 12.97%
$136.35 $197.18
AAL $24,490,000.0 0.73%
Reduced 19.87%
1,405,097 $17.43 $11.11
Reduced 36.26%
$9.07 $19.1
LGIH $24,371,000.0 0.73%
Reduced 18.71%
272,611 $89.4 $42.55
Reduced 52.4%
$82.94 $130.75
SNOW $22,285,000.0 0.67%
No Change
144,327 $154.41 $175.32
Added 13.54%
$107.13 $237.72
PCTY $19,105,000.0 0.57%
No Change
95,780 $199.47 $114.55
Reduced 42.57%
$129.94 $215.68
PINS $15,851,000.0 0.47%
No Change
546,590 $29.0 $19.37
Reduced 33.21%
$27.0 $45.19
FLR $12,994,000.0 0.39%
No Change
263,480 $49.32 $44.96
Reduced 8.84%
$35.04 $60.1
ONON $12,003,000.0 0.36%
Reduced 89.89%
219,169 $54.77 $41.02
Reduced 25.1%
$26.03 $60.61
LAD $11,845,000.0 0.35%
No Change
33,142 $357.43 $261.82
Reduced 26.75%
$243.0 $405.68