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Name: |
Anomaly Capital Management LP |
City: |
New York |
State: |
NY |
Zip: |
10022 |
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data |
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Holdings
Found :
14 |
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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 |
|
SKX |
Skechers USA Inc |
4 |
- |
$66.40 |
$151,690,000 |
2,433,262 |
6.54% |
404,000 |
-657,358 |
1.795 |
Textile - Apparel Foo... |
|
PANW |
Palo Alto Networks Inc |
6 |
- |
$305.52 |
$128,099,000 |
434,410 |
5.52% |
-1,901,000 |
-120,105 |
0.145 |
Networking & Communic... |
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SWFT |
Knight-Swift Transportation... |
8 |
- |
$48.06 |
$108,719,000 |
1,885,852 |
4.69% |
-2,984,000 |
-341,518 |
1.06 |
Trucking |
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LW |
Lamb Weston Holdings, Inc. |
9 |
- |
$85.10 |
$108,465,000 |
1,003,466 |
4.67% |
-67,836,000 |
-903,312 |
0.686 |
N/A |
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WMT |
Wal-Mart Stores Inc |
13 |
- |
$60.24 |
$68,981,000 |
437,560 |
2.97% |
-13,121,000 |
-75,804 |
0.016 |
Discount, Variety Stores |
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GTLB |
Gitlab Inc. |
14 |
- |
$53.46 |
$68,378,000 |
1,086,050 |
2.95% |
11,117,000 |
-180,230 |
1.191 |
N/A |
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PVH |
Pvh Corp |
16 |
- |
$113.58 |
$57,263,000 |
468,907 |
2.47% |
-28,118,000 |
-647,045 |
0.657 |
Textile - Apparel Clo... |
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SPLK |
Splunk Inc |
18 |
- |
$156.90 |
$51,159,000 |
335,800 |
2.2% |
774,000 |
-8,713 |
0.211 |
Application Software |
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POOL |
Pool Corporation |
20 |
- |
$372.68 |
$47,600,000 |
119,384 |
2.05% |
-18,438,000 |
-66,064 |
0.283 |
Wholesale, Other |
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TCK |
Teck Resources Ltd |
21 |
- |
$50.34 |
$45,228,000 |
1,069,977 |
1.95% |
-26,707,000 |
-599,436 |
0.186 |
Industrial Metals & M... |
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RH |
Restoration Hardware Holdin... |
23 |
- |
$278.44 |
$41,206,000 |
141,368 |
1.78% |
-4,907,000 |
-33,065 |
0.59 |
Home Furnishing Stores |
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HES |
Hess Corporation |
24 |
- |
$158.49 |
$40,157,000 |
278,561 |
1.73% |
-143,476,000 |
-921,652 |
0.091 |
Oil & Gas Refining, P... |
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ATI |
Allegheny Technologies Inc |
26 |
- |
$59.70 |
$21,530,000 |
473,498 |
0.93% |
-26,010,000 |
-681,778 |
0.338 |
Steel & Iron |
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MPEL |
Melco Crown Entertainment Ltd |
30 |
- |
$7.67 |
$10,231,000 |
1,153,489 |
0.44% |
-58,104,000 |
-5,755,989 |
0.07 |
Gambling/Resorts |
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