Anomaly Capital Management as of Dec. 31, 2024
Portfolio Holdings for Anomaly Capital Management
Anomaly Capital Management holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Burlington Stores (BURL) | 8.1 | $274M | 961k | 285.06 | |
| Technipfmc (FTI) | 6.2 | $210M | 7.3M | 28.94 | |
| Corteva (CTVA) | 6.0 | $203M | 3.6M | 56.96 | |
| Skechers U S A Cl A | 5.9 | $201M | 3.0M | 67.24 | |
| Core & Main Cl A (CNM) | 5.9 | $199M | 3.9M | 50.91 | |
| Amazon (AMZN) | 5.8 | $196M | 895k | 219.39 | |
| Rh (RH) | 5.6 | $189M | 481k | 393.59 | |
| Bath & Body Works In (BBWI) | 5.6 | $189M | 4.9M | 38.77 | |
| Planet Fitness Cl A (PLNT) | 5.2 | $175M | 1.8M | 98.87 | |
| Signet Jewelers SHS (SIG) | 4.2 | $142M | 1.8M | 80.71 | |
| Trex Company (TREX) | 3.1 | $104M | 1.5M | 69.03 | |
| Prologis (PLD) | 2.9 | $98M | 927k | 105.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $98M | 517k | 189.30 | |
| First Solar (FSLR) | 2.8 | $96M | 546k | 176.24 | |
| Cyberark Software SHS (CYBR) | 2.7 | $90M | 272k | 333.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $89M | 261k | 342.16 | |
| McDonald's Corporation (MCD) | 2.6 | $88M | 305k | 289.89 | |
| FedEx Corporation (FDX) | 2.5 | $83M | 295k | 281.33 | |
| Xpo Logistics Inc equity (XPO) | 2.1 | $72M | 547k | 131.15 | |
| Builders FirstSource (BLDR) | 2.1 | $71M | 499k | 142.93 | |
| Applovin Corp Com Cl A (APP) | 1.9 | $65M | 199k | 323.83 | |
| Hldgs (UAL) | 1.8 | $61M | 625k | 97.10 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $53M | 119k | 444.68 | |
| Draftkings Com Cl A (DKNG) | 1.4 | $48M | 1.3M | 37.20 | |
| Servicenow (NOW) | 1.4 | $47M | 44k | 1060.12 | |
| Allegheny Technologies Incorporated (ATI) | 1.0 | $35M | 636k | 55.04 | |
| Amer Sports Com Shs (AS) | 1.0 | $32M | 1.2M | 27.96 | |
| AutoNation (AN) | 0.9 | $31M | 183k | 169.84 | |
| American Airls (AAL) | 0.7 | $25M | 1.4M | 17.43 | |
| Lgi Homes (LGIH) | 0.7 | $24M | 273k | 89.40 | |
| Snowflake Cl A (SNOW) | 0.7 | $22M | 144k | 154.41 | |
| Paylocity Holding Corporation (PCTY) | 0.6 | $19M | 96k | 199.47 | |
| Pinterest Cl A (PINS) | 0.5 | $16M | 547k | 29.00 | |
| Fluor Corporation (FLR) | 0.4 | $13M | 264k | 49.32 | |
| On Hldg Namen Akt A (ONON) | 0.4 | $12M | 219k | 54.77 | |
| Lithia Motors (LAD) | 0.4 | $12M | 33k | 357.43 |
