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  Name: Anomaly Capital Management LP
  City: New York
  State: NY
  Zip: 10022
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,833,584,000
  Total Value Change : $513,193,000
  Securities Held Change : -1
   
All Securities Held : 31
  New Positions : 8
  Closed Positions : 10
  Increased Positions : 13
  Unchanged Positions : 0
  Decreased Positions : 10

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 1 - $84.68 $267,949,000 2,515,248 9.46% 159,484,000 1,511,782 1.719    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 2 - $175.09 $205,367,000 1,360,675 7.25% 58,034,000 305,961 0.023    Search Engines & Info...
   (SKX)1 Year Chart         SKX Skechers USA Inc 4 - $73.16 $185,370,000 3,025,957 6.54% 33,680,000 592,695 2.232    Textile - Apparel Foo...
   (TPX)1 Year Chart         TPX Tempur-Pedic International 5 - $47.67 $173,923,000 3,060,945 6.14% 92,891,000 1,471,150 1.494    Textile Manufacturing
   (ONON)1 Year Chart         ONON On Holding AG 7 - $42.23 $167,308,000 4,728,877 5.9% 46,128,000 235,755 1.576    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 9 - $60.24 $126,412,000 2,100,909 4.46% 57,431,000 1,663,349 0.074    Discount, Variety Stores
   (BURL)1 Year Chart         BURL Burlington Stores, Inc. 10 - $233.82 $125,943,000 542,415 4.44% 60,139,000 204,056 0.749    Discount, Variety Stores
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 11 - $109.38 $121,521,000 1,045,434 4.29% 78,829,000 618,424 0.025    Integrated Oil & Gas
   (LVS)1 Year Chart         LVS Las Vegas Sands Corp 13 - $44.30 $113,755,000 2,200,289 4.01% 15,336,000 200,308 0.288    Gambling/Resorts
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 14 - $0.00 $88,310,000 714,484 3.12% 59,261,000 475,163 0.278    N/A
   (DHI)1 Year Chart         DHI DR Horton Inc 21 - $139.40 $49,247,000 299,285 1.74% 30,659,000 176,982 0.082    Residential Construct...
   (PTEN)1 Year Chart         PTEN Patterson-UTI Energy 28 - $9.86 $14,950,000 1,252,086 0.53% 14,950,000 1,252,086 0.3    Oil & Gas Drilling & ...
   (MPEL)1 Year Chart         MPEL Melco Crown Entertainment Ltd 30 - $7.71 $12,141,000 1,683,971 0.43% 1,910,000 530,482 0.102    Gambling/Resorts
      13 Records Found
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