Anomaly Capital Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.3B
Holdings
29
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 2,462,518 | $257.4T | 11330714.02% | |
| 2 | HESHESS CORP | 1,162,422 | $153.8T | 6772256.74% | |
| 3 | PVHPVH CORPORATION | 1,617,048 | $144.2T | 6347042.94% | |
| 4 | BLDRBUILDERS FIRSTSOURCE INC | 1,547,725 | $137.4T | 6049053.20% | |
| 5 | PANWPALO ALTO NETWORKS INC | 686,574 | $137.1T | 6037134.67% | |
| 6 | FTNTFORTINET INC | 1,852,237 | $123.1T | 5419202.21% | |
| 7 | NSCNORFOLK SOUTHN CORP | 530,755 | $112.5T | 4953457.25% | |
| 8 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 1,861,412 | $105.3T | 4636432.24% | |
| 9 | RHRH | 401,939 | $97.9T | 4309498.60% | |
| 10 | INTUINTUIT | 199,378 | $88.9T | 3913136.43% | |
| 11 | LVSLAS VEGAS SANDS CORP | 1,523,384 | $87.5T | 3852812.62% | |
| 12 | OXYOCCIDENTAL PETE CORP | 1,334,380 | $83.3T | 3667341.23% | |
| 13 | TECK/BTECK RESOURCES LTD | 2,152,145 | $78.6T | 3458142.30% | |
| 14 | DLTRDOLLAR TREE INC | 532,216 | $76.4T | 3363330.83% | |
| 15 | AYXEURALTERYX INC | 1,193,721 | $70.2T | 3092103.09% | |
| 16 | SPLKCHFSPLUNK INC | 698,265 | $66.9T | 2947316.41% | |
| 17 | SKAASKECHERS U S A INC | 1,388,069 | $66.0T | 2903794.99% | |
| 18 | BURLBURLINGTON STORES INC | 281,258 | $56.8T | 2502359.27% | |
| 19 | ONONON HLDG AG | 1,598,144 | $49.6T | 2183112.65% | |
| 20 | ATDATI INC | 1,251,442 | $49.4T | 2173933.57% | |
| 21 | GOOGLALPHABET INC | 436,702 | $45.3T | 1994196.82% | |
| 22 | LPXLOUISIANA PAC CORP | 802,683 | $43.5T | 1915587.23% | |
| 23 | MSFTMICROSOFT CORP | 110,612 | $31.9T | 1403865.03% | |
| 24 | PTENPATTERSON-UTI ENERGY INC | 2,654,194 | $31.1T | 1367089.64% | |
| 25 | FTCHQFARFETCH LTD | 4,866,918 | $23.9T | 1051995.73% | |
| 26 | NTRNUTRIEN LTD | 260,299 | $19.2T | 846255.41% | |
| 27 | UEOWESTLAKE CORPORATION | 113,850 | $13.2T | 581292.34% | |
| 28 | ROSTROSS STORES INC | 123,670 | $13.1T | 577804.59% | |
| 29 | SONYSONY GROUP CORPORATION | 87,647 | $7.9T | 349770.64% |