Featured 13F manager
Anomaly Capital Management, LP Ben Jacobs
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $2.6B
- 24 Positions
- 2026 Q2
- +58.5% QoQ
- Top 5 52.1%
Ben Jacobs files Anomaly Capital Management, LP as a Form 13F. The latest book is 2026 Q2 at $2.6B, up 58.5% QoQ, led by Amazon, Alphabet, and Danaher Del.
Portfolio
top 5 52.1% · top 10 77.7%
- AMZN - Amazon 13.1%
- GOOGL - Alphabet · CL A 12.3%
- DHR - Danaher Del 9.9%
- V - VISA · CL A 9.4%
- GIL - Gildan Activewear 7.4%
- ANET - Arista Networks 7.1%
- MTZ - Mastec 4.9%
- W - Wayfair · CL A 4.9%
- PLD - Prologis 4.8%
- CTVA - Corteva 3.9%
- AZO - Autozone 3.7%
- MTD - Mettler Toledo 2.8%
- Other 15.8%
AUM over time
Book
| LW - Lamb Weston | 8.34% | Reduce −23.6% | 1,880,566 | $114.95 | $216M | −581,952 | −$41M |
| PVH - Phillips Van Heusen | 6.64% | Add +25.3% | 2,025,812 | $84.97 | $172M | +408,764 | +$28M |
| NSC - Norfolk Southn | 6.25% | Add +34.5% | 713,710 | $226.76 | $162M | +182,955 | +$49M |
| HESS | 5.63% | Reduce −7.8% | 1,072,113 | $135.95 | $146M | −90,309 | −$8M |
| PANW - Palo Alto Networks | 5.60% | Reduce −17.3% | 567,766 | $255.51 | $145M | −118,808 | +$8M |
| KNX - Knight Swift · CL A | 5.37% | Add +34.5% | 2,504,499 | $55.56 | $139M | +643,087 | +$34M |
| LPX - Louisiana Pac | 4.90% | Add +111.0% | 1,693,516 | $74.98 | $127M | +890,833 | +$83M |
| BLDR - Builders Firstsource | 4.36% | Reduce −46.4% | 830,111 | $136.00 | $113M | −717,614 | −$25M |
| LVS - Las Vegas Sands | 4.34% | Add +27.1% | 1,936,653 | $58.00 | $112M | +413,269 | +$25M |
| RH | 3.70% | Reduce −27.6% | 290,912 | $329.59 | $96M | −111,027 | −$2M |
| ATI - ATI Inc | 3.48% | Add +62.9% | 2,038,421 | $44.23 | $90M | +786,979 | +$41M |
| MLCO - Melco Resorts And Entmnt | 3.24% | New | 6,878,004 | $12.21 | $84M | +6,878,004 | +$84M |
| AMZN - Amazon | 3.22% | New | 639,056 | $130.36 | $83M | +639,056 | +$83M |
| FTNT - Fortinet | 3.20% | Reduce −40.8% | 1,096,915 | $75.59 | $83M | −755,322 | −$40M |
| Skechers U S A · CL A | 2.82% | Reduce 0.0% | 1,388,033 | $52.66 | $73M | −36 | +$7M |
| PTEN - Patterson-Uti Energy | 2.78% | Add +126.5% | 6,011,863 | $11.97 | $72M | +3,357,669 | +$41M |
| BURL - Burlington Stores | 2.77% | Add +61.8% | 455,209 | $157.39 | $72M | +173,951 | +$15M |
| Splunk | 2.70% | Reduce −5.7% | 658,383 | $106.09 | $70M | −39,882 | +$3M |
| TECK - Teck Resources · CL B | 2.36% | Reduce −32.5% | 1,452,050 | $42.10 | $61M | −700,095 | −$17M |
| Signet Jewelers | 2.35% | New | 932,077 | $65.26 | $61M | +932,077 | +$61M |
| AXTA - Axalta Coating Sys | 2.26% | New | 1,786,325 | $32.81 | $59M | +1,786,325 | +$59M |
| GOOGL - Alphabet · CL A | 1.92% | Reduce −4.8% | 415,786 | $119.70 | $50M | −20,916 | +$4M |
| DLTR - Dollar Tree | 1.50% | Reduce −49.1% | 270,919 | $143.50 | $39M | −261,297 | −$38M |
| GTLB - Gitlab · CLASS A | 1.47% | New | 744,200 | $51.11 | $38M | +744,200 | +$38M |
| Alteryx · CL A | 1.38% | Reduce −34.1% | 786,810 | $45.40 | $36M | −406,911 | −$35M |
| United States Stl | 1.37% | New | 1,417,596 | $25.01 | $35M | +1,417,596 | +$35M |
| SGI - Tempur Sealy Intl | 1.15% | New | 740,901 | $40.07 | $30M | +740,901 | +$30M |
| RIG - Transocean | 1.03% | New | 3,804,050 | $7.01 | $27M | +3,804,050 | +$27M |
| Lgi Homes | 0.95% | New | 181,967 | $134.89 | $25M | +181,967 | +$25M |
| ROST - Ross Stores | 0.74% | Add +38.6% | 171,353 | $112.13 | $19M | +47,683 | +$6M |
| LLY - Lilly Eli & | 0.63% | New | 34,610 | $468.98 | $16M | +34,610 | +$16M |
| ONON - ON AG | 0.57% | Reduce −71.9% | 449,365 | $33.00 | $15M | −1,148,779 | −$35M |
| INTU - Intuit | 0.47% | Reduce −86.7% | 26,437 | $458.19 | $12M | −172,941 | −$77M |
| ANET - Arista Networks | 0.39% | New | 62,979 | $162.06 | $10M | +62,979 | +$10M |
| ARHS - Arhaus · CL A | 0.14% | New | 354,154 | $10.43 | $4M | +354,154 | +$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OXY - Occidental | 3.67% | Exit | 0 | $62.43 | $83M | −1,334,380 | −$83M |
| MSFT - Microsoft | 1.40% | Exit | 0 | $288.30 | $32M | −110,612 | −$32M |
| Farfetch · CL A | 1.05% | Exit | 0 | $4.91 | $24M | −4,866,918 | −$24M |
| NTR - Nutrien | 0.85% | Exit | 0 | $73.85 | $19M | −260,299 | −$19M |
| WST - Westlake | 0.58% | Exit | 0 | $115.98 | $13M | −113,850 | −$13M |
| SONY - SONY Group | 0.35% | Exit | 0 | $90.65 | $8M | −87,647 | −$8M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 24 | $2.6B | +58.5% | 13F-HR | 8/14/2026 | 000117266126003498 |
| 2026 Q1 | 21 | $1.7B | −40.6% | 13F-HR | 5/15/2026 | 000117266126002038 |
| 2025 Q4 | 32 | $2.8B | −18.2% | 13F-HR | 2/17/2026 | 000117266126001065 |
| 2025 Q3 | 35 | $3.4B | +8.1% | 13F-HR | 11/14/2025 | 000117266125004940 |
| 2025 Q2 | 33 | $3.1B | +46.4% | 13F-HR | 8/14/2025 | 000117266125003275 |
| 2025 Q1 | 28 | $2.1B | −36.4% | 13F-HR | 5/15/2025 | 000117266125001972 |
| 2024 Q4 | 36 | $3.4B | +20.6% | 13F-HR | 2/14/2025 | 000117266125000958 |
| 2024 Q3 | 28 | $2.8B | +6.7% | 13F-HR | 11/14/2024 | 000117266124004890 |
| 2024 Q2 | 29 | $2.6B | −7.3% | 13F-HR | 8/14/2024 | 000117266124003363 |
| 2024 Q1 | 31 | $2.8B | +22.2% | 13F-HR | 5/15/2024 | 000117266124002342 |
| 2023 Q4 | 32 | $2.3B | +6.1% | 13F-HR | 2/14/2024 | 000117266124000888 |
| 2023 Q3 | 30 | $2.2B | −15.6% | 13F-HR | 11/14/2023 | 000117266123003909 |
| 2023 Q2 | 35 | $2.6B | +14.0% | 13F-HR | 8/14/2023 | 000117266123003106 |
| 2023 Q1 | 29 | $2.3B | +2.4% | 13F-HR | 5/15/2023 | 000117266123002192 |
| 2022 Q4 | 32 | $2.2B | +19.3% | 13F-HR | 2/14/2023 | 000117266123000900 |
| 2022 Q3 | 25 | $1.9B | −6.2% | 13F-HR | 11/14/2022 | 000117266122002416 |
| 2022 Q2 | 26 | $2B | −13.5% | 13F-HR | 8/15/2022 | 000117266122001871 |
| 2022 Q1 | 29 | $2.3B | +34.8% | 13F-HR | 5/16/2022 | 000117266122001350 |
| 2021 Q4 | 29 | $1.7B | +9.2% | 13F-HR | 2/14/2022 | 000117266122000801 |
| 2021 Q3 | 29 | $1.6B | — | 13F-HR | 11/15/2021 | 000117266121002303 |
About
Anomaly Capital Management, LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2