Anomaly Capital Management, LP Purchases and Sells in Q3 2024

Anomaly Capital Management, LP

$2.8 Billion
Q3 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSLR	251K + 105.43%	$205.36 - $255.78 $51.6M - $64.3M	490K $122M
CTVA	812K + 23.22%	$50.72 - $58.78 $41.2M - $47.7M	4.31M $253M
RH	89.9K + 25.74%	$237.89 - $348.93 $21.4M - $31.4M	439K $147M
MCD	175K + 146.8%	$245.82 - $304.51 $43.1M - $53.4M	295K $89.8M
CNM	1.56M + 43.12%	$38.0 - $54.22 $59.1M - $84.4M	5.16M $229M
PLD	342K + 56.77%	$111.95 - $132.43 $38.3M - $45.3M	945K $119M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	495K New	$217.89 - $392.15 $108M - $194M	495K $139M
XPO	721K New	$101.15 - $125.11 $72.9M - $90.2M	721K $77.5M
ELF	552K New	$109.03 - $210.9 $60.2M - $117M	552K $60.2M
SAIA	98.1K New	$367.6 - $509.42 $36M - $49.9M	98.1K $42.9M
TREX	461K New	$59.17 - $85.82 $27.3M - $39.6M	461K $30.7M
UAL	382K New	$37.88 - $58.85 $14.5M - $22.5M	382K $21.8M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-600K - 60.94%	$148.65 - $191.18 $89.1M - $115M	384K $63.7M
SKX	-907K - 31.44%	$59.45 - $70.15 $53.9M - $63.6M	1.98M $132M
SIG	-508K - 73.52%	$72.58 - $103.15 $36.9M - $52.4M	183K $18.9M
FDX	-111K - 37.91%	$254.64 - $313.52 $28.2M - $34.7M	181K $49.6M
DDOG	-199K - 33.71%	$104.97 - $134.56 $20.9M - $26.8M	391K $45M
BLDR	-357K - 34.94%	$132.6 - $201.83 $47.3M - $72M	664K $129M

Activity Summary All Purchases 20 New Holdings 8 Increased Positions 12 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Anomaly Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Anomaly Capital Management, LP with notifications on news.