Follow-The-Filings

Manager activity

Anomaly Capital Management, LP

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Ben Jacobs

2026 Q1 vs 2025 Q4 · filed 15 May · compare periods · all filings · sitewide activity

New 12
Add 3
Reduce 6
Exit 23

moves

44 shown

ticker action Δ port detail period
SHAK New +5.47 pp opened 5.5% 2025Q4→2026Q1
V New +4.49 pp opened 4.5% 2025Q4→2026Q1
Q New +4.48 pp opened 4.5% 2025Q4→2026Q1
MTZ New +4.37 pp opened 4.4% 2025Q4→2026Q1
ANET New +4.28 pp opened 4.3% 2025Q4→2026Q1
LIN New +3.07 pp opened 3.1% 2025Q4→2026Q1
BIRK New +3.07 pp opened 3.1% 2025Q4→2026Q1
AS New +2.55 pp opened 2.6% 2025Q4→2026Q1
CHRW New +2.21 pp opened 2.2% 2025Q4→2026Q1
W New +2.13 pp opened 2.1% 2025Q4→2026Q1
VG New +1.24 pp opened 1.2% 2025Q4→2026Q1
ATI New +0.66 pp opened 0.7% 2025Q4→2026Q1
BURL Exit −6.82 pp was 6.8% 2025Q4→2026Q1
MSFT Exit −5.16 pp was 5.2% 2025Q4→2026Q1
UAL Exit −4.11 pp was 4.1% 2025Q4→2026Q1
SE Exit −3.81 pp was 3.8% 2025Q4→2026Q1
FTI Exit −3.41 pp was 3.4% 2025Q4→2026Q1
MCD Exit −2.76 pp was 2.8% 2025Q4→2026Q1
MTD Exit −2.65 pp was 2.7% 2025Q4→2026Q1
SFM Exit −2.50 pp was 2.5% 2025Q4→2026Q1
LULU Exit −2.15 pp was 2.2% 2025Q4→2026Q1
INTU Exit −2.04 pp was 2.0% 2025Q4→2026Q1
U Exit −1.85 pp was 1.9% 2025Q4→2026Q1
SPOT Exit −1.84 pp was 1.8% 2025Q4→2026Q1
SN Exit −1.71 pp was 1.7% 2025Q4→2026Q1
TXT Exit −1.58 pp was 1.6% 2025Q4→2026Q1
GEV Exit −1.47 pp was 1.5% 2025Q4→2026Q1
CNM Exit −1.30 pp was 1.3% 2025Q4→2026Q1
WMT Exit −1.28 pp was 1.3% 2025Q4→2026Q1
RRX Exit −1.25 pp was 1.3% 2025Q4→2026Q1
SNOW Exit −1.05 pp was 1.1% 2025Q4→2026Q1
WWD Exit −1.02 pp was 1.0% 2025Q4→2026Q1
— Exit −1.01 pp was 1.0% 2025Q4→2026Q1
— Exit −0.93 pp was 0.9% 2025Q4→2026Q1
TEAM Exit −0.81 pp was 0.8% 2025Q4→2026Q1
DHR Add +5.89 pp +119.3% sh 2025Q4→2026Q1
GIL Add +5.20 pp +16.4% sh 2025Q4→2026Q1
CMG Add +1.45 pp +163.7% sh 2025Q4→2026Q1
AMZN Reduce +4.87 pp −8.3% sh 2025Q4→2026Q1
CTVA Reduce −1.72 pp −64.0% sh 2025Q4→2026Q1
GEHC Reduce −1.47 pp −51.0% sh 2025Q4→2026Q1
PLD Reduce −0.78 pp −53.8% sh 2025Q4→2026Q1
PANW Reduce +0.57 pp −23.2% sh 2025Q4→2026Q1
GOOGL Reduce +0.48 pp −27.6% sh 2025Q4→2026Q1