Equal-WT
WhaleScore 2.0
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Anomaly Capital Management is based out of New York. Anomaly Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $6,251,671,251 (Form ADV from 2025-03-28). Their last reported 13F filing for Q1 2025 included $2,149,527,638 in managed 13F securities
and a top 10 holdings concentration of 74.04%. Anomaly Capital Management's largest holding is Core & Main Inc with shares held of 5,242,353. Whalewisdom has at least 18 13F filings
Business Description
Anomaly was formed in 2019 to provide discretionary investment advisory services to private investment funds. The investment objective of the Funds is to generate attractive, risk-adjusted returns by employing a long-short strategy focused on the equity securities of companies in the cyclicals, consumer (including telecommunications, media & technology, and business services) and healthcare sectors.
There is no material limitation on the strategies, markets, or instruments in which the Funds may trade or invest. Prospective Investors in the Funds should refer to the Fund’s governing documents for a full description of risks.
Investment Strategy
The investment objective of the Funds is to generate attractive, risk-adjusted returns by employing a long-short strategy focused on the equity securities of companies in the cyclicals, consumer (including telecommunications, media and technology, and business services) and healthcare sectors.
Anomaly employs a two-pronged research process that seeks to (i) apply a scientific framework to assess the underlying value of a security and take advantage of those securities that are mispriced and (ii) exploit anomalies in order to evaluate the attractiveness of a potential security.
Owners
- THE RED MUSTANG TRUST - LIMITED PARTNER
- JACOBS, BENJAMIN, SOLOMON - MANAGING PARTNER, CHIEF INVESTMENT OFFICER
- ROSEN, NAAMA - CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
- O'MAHONY, CAROLINE, PARK - CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| PLD ProLogis, Inc | 6.99% |
| CNM Core & Main Inc | 5.91% |
| DHI D.R. Horton, Inc | 4.35% |
| AMZN Amazon.com Inc | 4.01% |
| PANW Palo Alto Networks I | 2.84% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PLNT Planet Fitness Inc | 5.18% |
| SIG Signet Jewelers Ltd | 4.2% |
| GOOGL Alphabet Inc. Class | 2.89% |
| FSLR First Solar Inc | 2.84% |
| CYBR CyberArk Software Lt | 2.67% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| CNM Core & Main Inc | 11.78% |
| PLD ProLogis, Inc | 9.89% |
| AMZN Amazon.com Inc | 9.81% |
| CTVA Corteva Inc | 9.29% |
| RH RH | 7.17% |
2025-03-31
13F Activity
| Market Value | $2.15b, Prior: $3.38b |
| Inflows (Outflows) as % of Total MV | (-24.46)% |
| New Purchases | 12 stocks |
| Added To | 7 stocks |
| Sold out of | 20 stocks |
| Reduced holdings in | 9 stocks |
| Top 10 Holdings % | 74.04% |
| Turnover %[1] | 66.67% |
| Turnover Alt %[2] | 33.72% |
| Time Held Top 20 | 2.05 quarters |
| Time Held Top 10 | 2.8 quarters |
| Time Held All | 2.57 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31