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
| HESS | 8.40% | Add +11.9% | 1,200,213 | $153.00 | $184M | +128,100 | +$38M |
| LW - Lamb Weston | 8.06% | Add +1.4% | 1,906,778 | $92.46 | $176M | +26,212 | −$40M |
| Skechers U S A · CL A | 6.92% | Add +122.7% | 3,090,620 | $48.95 | $151M | +1,702,587 | +$78M |
| AMZN - Amazon | 6.67% | Add +79.6% | 1,147,784 | $127.12 | $146M | +508,728 | +$63M |
| GOOGL - Alphabet · CL A | 6.22% | Add +149.9% | 1,039,198 | $130.86 | $136M | +623,412 | +$86M |
| BLDR - Builders Firstsource | 6.21% | Add +31.3% | 1,090,296 | $124.49 | $136M | +260,185 | +$23M |
| PANW - Palo Alto Networks | 5.94% | Reduce −2.3% | 554,515 | $234.44 | $130M | −13,251 | −$15M |
| KNX - Knight Swift · CL A | 5.11% | Reduce −11.1% | 2,227,370 | $50.15 | $112M | −277,129 | −$27M |
| PVH - Phillips Van Heusen | 3.90% | Reduce −44.9% | 1,115,952 | $76.51 | $85M | −909,860 | −$87M |
| WMT - Walmart | 3.75% | New | 513,364 | $159.93 | $82M | +513,364 | +$82M |
| Signet Jewelers | 3.62% | Add +18.5% | 1,104,126 | $71.81 | $79M | +172,049 | +$18M |
| TECK - Teck Resources · CL B | 3.29% | Add +15.0% | 1,669,413 | $43.09 | $72M | +217,363 | +$11M |
| MLCO - Melco Resorts And Entmnt | 3.12% | Add +0.5% | 6,909,478 | $9.89 | $68M | +31,474 | −$16M |
| POOL - POOL Corp | 3.02% | New | 185,448 | $356.10 | $66M | +185,448 | +$66M |
| OXY - Occidental | 2.98% | New | 1,004,272 | $64.88 | $65M | +1,004,272 | +$65M |
| GTLB - Gitlab · CLASS A | 2.62% | Add +70.2% | 1,266,280 | $45.22 | $57M | +522,080 | +$19M |
| RIG - Transocean | 2.59% | Add +81.5% | 6,905,312 | $8.21 | $57M | +3,101,262 | +$30M |
| Splunk | 2.30% | Reduce −47.7% | 344,513 | $146.25 | $50M | −313,870 | −$19M |
| ATI - ATI Inc | 2.17% | Reduce −43.3% | 1,155,276 | $41.15 | $48M | −883,145 | −$43M |
| RH | 2.11% | Reduce −40.0% | 174,433 | $264.36 | $46M | −116,479 | −$50M |
| EQT - EQT Corp | 1.84% | New | 993,630 | $40.58 | $40M | +993,630 | +$40M |
| PTEN - Patterson-Uti Energy | 1.84% | Reduce −51.7% | 2,902,264 | $13.84 | $40M | −3,109,599 | −$32M |
| NSC - Norfolk Southn | 1.52% | Reduce −76.3% | 169,190 | $196.93 | $33M | −544,520 | −$129M |
| BBWI - Bath & Body Works | 1.20% | New | 778,890 | $33.80 | $26M | +778,890 | +$26M |
| PH - Parker-Hannifin | 0.94% | New | 52,658 | $389.52 | $21M | +52,658 | +$21M |
| AER - Aercap | 0.89% | New | 310,491 | $62.67 | $19M | +310,491 | +$19M |
| TTD - The Trade Desk · CL A | 0.82% | New | 229,173 | $78.15 | $18M | +229,173 | +$18M |
| LVS - Las Vegas Sands | 0.80% | Reduce −80.4% | 379,590 | $45.84 | $17M | −1,557,063 | −$95M |
| BURL - Burlington Stores | 0.68% | Reduce −75.9% | 109,916 | $135.30 | $15M | −345,293 | −$57M |
| United States Stl | 0.47% | Reduce −77.8% | 314,879 | $32.48 | $10M | −1,102,717 | −$25M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LPX - Louisiana Pac | 4.90% | Exit | 0 | $74.98 | $127M | −1,693,516 | −$127M |
| FTNT - Fortinet | 3.20% | Exit | 0 | $75.59 | $83M | −1,096,915 | −$83M |
| AXTA - Axalta Coating Sys | 2.26% | Exit | 0 | $32.81 | $59M | −1,786,325 | −$59M |
| DLTR - Dollar Tree | 1.50% | Exit | 0 | $143.50 | $39M | −270,919 | −$39M |
| Alteryx · CL A | 1.38% | Exit | 0 | $45.40 | $36M | −786,810 | −$36M |
| SGI - Tempur Sealy Intl | 1.15% | Exit | 0 | $40.07 | $30M | −740,901 | −$30M |
| Lgi Homes | 0.95% | Exit | 0 | $134.89 | $25M | −181,967 | −$25M |
| ROST - Ross Stores | 0.74% | Exit | 0 | $112.13 | $19M | −171,353 | −$19M |
| LLY - Lilly Eli & | 0.63% | Exit | 0 | $468.97 | $16M | −34,610 | −$16M |
| ONON - ON AG | 0.57% | Exit | 0 | $33.00 | $15M | −449,365 | −$15M |
| INTU - Intuit | 0.47% | Exit | 0 | $458.18 | $12M | −26,437 | −$12M |
| ANET - Arista Networks | 0.39% | Exit | 0 | $162.05 | $10M | −62,979 | −$10M |
| ARHS - Arhaus · CL A | 0.14% | Exit | 0 | $10.43 | $4M | −354,154 | −$4M |
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