Anomaly Capital Management, Lp Top Holdings and 13F Report (2024) About Anomaly Capital Management, LpInvestment ActivityAnomaly Capital Management, Lp has $2.81 billion in total holdings as of September 30, 2024.Anomaly Capital Management, Lp owns shares of 28 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 30.78% of the portfolio was purchased this quarter.About 28.74% of the portfolio was sold this quarter.This quarter, Anomaly Capital Management, Lp has purchased 29 new stocks and bought additional shares in 12 stocks.Anomaly Capital Management, Lp sold shares of 8 stocks and completely divested from 9 stocks this quarter.Largest Holdings Corteva $253,267,202Core & Main $229,308,995Burlington Stores $207,846,198Amazon.com $188,626,890RH $146,856,574 Largest New Holdings this Quarter CrowdStrike $138,959,983 HoldingXPO $77,474,824 Holdinge.l.f. Beauty $60,234,496 HoldingSaia $42,873,343 HoldingTrex $30,686,389 Holding Largest Purchases this Quarter CrowdStrike 495,454 shares (about $138.96M)XPO 720,629 shares (about $77.47M)Core & Main 1,556,094 shares (about $69.09M)First Solar 251,366 shares (about $62.70M)e.l.f. Beauty 552,458 shares (about $60.23M) Largest Sales this Quarter Alphabet 599,601 shares (about $99.44M)Builders FirstSource 356,542 shares (about $69.12M)Skechers U.S.A. 906,638 shares (about $60.67M)Signet Jewelers 508,338 shares (about $52.43M)ON 939,658 shares (about $47.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnomaly Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCTVACorteva$253,267,202$47,733,306 ▲23.2%4,307,9989.0%Consumer StaplesCNMCore & Main$229,308,995$69,090,574 ▲43.1%5,164,6178.2%Industrial ProductsBURLBurlington Stores$207,846,198$15,459,689 ▲8.0%788,8507.4%Retail/WholesaleAMZNAmazon.com$188,626,890$3,462,011 ▼-1.8%1,012,3276.7%Retail/WholesaleRHRH$146,856,574$30,064,588 ▲25.7%439,1255.2%Consumer StaplesCRWDCrowdStrike$138,959,983$138,959,983 ▲New Holding495,4545.0%Computer and TechnologySKXSkechers U.S.A.$132,314,224$60,672,215 ▼-31.4%1,977,2004.7%Consumer DiscretionaryFTITechnipFMC$130,107,043$40,404,823 ▲45.0%4,960,2384.6%Oils/EnergyBLDRBuilders FirstSource$128,703,460$69,119,232 ▼-34.9%663,8994.6%Retail/WholesaleFSLRFirst Solar$122,169,476$62,700,735 ▲105.4%489,7754.4%Oils/EnergyPLNTPlanet Fitness$119,673,203$1,805,439 ▲1.5%1,473,4454.3%Consumer DiscretionaryPLDPrologis$119,348,870$43,216,678 ▲56.8%945,1134.3%FinanceBBWIBath & Body Works$112,170,838$18,989,910 ▲20.4%3,514,1244.0%Retail/WholesaleONONON$108,671,590$47,123,849 ▼-30.2%2,166,9313.9%Consumer DiscretionaryMCDMcDonald's$89,763,153$53,392,479 ▲146.8%294,7793.2%Retail/WholesaleCYBRCyberArk Software$87,878,132$35,463,567 ▲67.7%301,3553.1%Computer and TechnologyXPOXPO$77,474,824$77,474,824 ▲New Holding720,6292.8%TransportationGOOGLAlphabet$63,743,950$99,443,826 ▼-60.9%384,3472.3%Computer and TechnologyELFe.l.f. Beauty$60,234,496$60,234,496 ▲New Holding552,4582.1%Consumer StaplesFDXFedEx$49,592,184$30,280,776 ▼-37.9%181,2051.8%TransportationDDOGDatadog$45,014,003$22,893,603 ▼-33.7%391,2221.6%Computer and TechnologySAIASaia$42,873,343$42,873,343 ▲New Holding98,0501.5%TransportationLGIHLGI Homes$39,747,815$33,607,531 ▲547.3%335,3681.4%FinanceTREXTrex$30,686,389$30,686,389 ▲New Holding460,8951.1%ConstructionUALUnited Airlines$21,800,914$21,800,914 ▲New Holding382,0700.8%TransportationADBEAdobe$19,846,507$19,846,507 ▲New Holding38,3300.7%Computer and TechnologyAALAmerican Airlines Group$19,710,576$19,710,576 ▲New Holding1,753,6100.7%TransportationSIGSignet Jewelers$18,886,275$52,429,982 ▼-73.5%183,1130.7%Retail/WholesaleWMTWalmart$0$93,579,621 ▼-100.0%00.0%Retail/WholesaleBKNGBooking$0$83,734,226 ▼-100.0%00.0%Retail/WholesaleCRMSalesforce$0$56,277,647 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$51,582,177 ▼-100.0%00.0%Oils/EnergyTPXTempur Sealy International$0$51,104,287 ▼-100.0%00.0%Retail/WholesaleEQTEQT$0$29,317,115 ▼-100.0%00.0%Oils/EnergyDELLDell Technologies$0$27,524,078 ▼-100.0%00.0%Computer and TechnologyLVSLas Vegas Sands$0$20,213,666 ▼-100.0%00.0%Consumer DiscretionaryGTLBGitLab$0$7,458,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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