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
| BLDR - Builders Firstsource | 8.61% | Add +9.8% | 1,197,216 | $166.94 | $200M | +106,920 | +$64M |
| AMZN - Amazon | 7.84% | Add +4.2% | 1,196,557 | $151.94 | $182M | +48,773 | +$36M |
| Signet Jewelers | 6.55% | Add +28.4% | 1,417,495 | $107.26 | $152M | +313,369 | +$73M |
| Skechers U S A · CL A | 6.54% | Reduce −21.3% | 2,433,262 | $62.34 | $152M | −657,358 | +$404K |
| GOOGL - Alphabet · CL A | 6.35% | Add +1.5% | 1,054,714 | $139.69 | $147M | +15,516 | +$11M |
| PANW - Palo Alto Networks | 5.52% | Reduce −21.7% | 434,410 | $294.88 | $128M | −120,105 | −$2M |
| ONON - ON AG | 5.22% | New | 4,493,122 | $26.97 | $121M | +4,493,122 | +$121M |
| KNX - Knight Swift · CL A | 4.69% | Reduce −15.3% | 1,885,852 | $57.65 | $109M | −341,518 | −$3M |
| LW - Lamb Weston | 4.67% | Reduce −47.4% | 1,003,466 | $108.09 | $108M | −903,312 | −$68M |
| LVS - Las Vegas Sands | 4.24% | Add +426.9% | 1,999,981 | $49.21 | $98M | +1,620,391 | +$81M |
| ELF - E L F Beauty | 3.84% | New | 616,912 | $144.34 | $89M | +616,912 | +$89M |
| SGI - Tempur Sealy Intl | 3.49% | New | 1,589,795 | $50.97 | $81M | +1,589,795 | +$81M |
| WMT - Walmart | 2.97% | Reduce −14.8% | 437,560 | $157.65 | $69M | −75,804 | −$13M |
| GTLB - Gitlab · CLASS A | 2.95% | Reduce −14.2% | 1,086,050 | $62.96 | $68M | −180,230 | +$11M |
| BURL - Burlington Stores | 2.84% | Add +207.8% | 338,359 | $194.48 | $66M | +228,443 | +$51M |
| PVH - Phillips Van Heusen | 2.47% | Reduce −58.0% | 468,907 | $122.12 | $57M | −647,045 | −$28M |
| Spirit Aerosystems · CL A | 2.45% | New | 1,786,254 | $31.78 | $57M | +1,786,254 | +$57M |
| Splunk | 2.20% | Reduce −2.5% | 335,800 | $152.35 | $51M | −8,713 | +$774K |
| PH - Parker-Hannifin | 2.12% | Add +102.6% | 106,709 | $460.70 | $49M | +54,051 | +$29M |
| POOL - POOL Corp | 2.05% | Reduce −35.6% | 119,384 | $398.71 | $48M | −66,064 | −$18M |
| TECK - Teck Resources · CL B | 1.95% | Reduce −35.9% | 1,069,977 | $42.27 | $45M | −599,436 | −$27M |
| XOM - Exxon Mobil | 1.84% | New | 427,010 | $99.98 | $43M | +427,010 | +$43M |
| RH | 1.78% | Reduce −19.0% | 141,368 | $291.48 | $41M | −33,065 | −$5M |
| HESS | 1.73% | Reduce −76.8% | 278,561 | $144.16 | $40M | −921,652 | −$143M |
| DDOG - Datadog · CL A | 1.25% | New | 239,321 | $121.38 | $29M | +239,321 | +$29M |
| ATI - ATI Inc | 0.93% | Reduce −59.0% | 473,498 | $45.47 | $22M | −681,778 | −$26M |
| MSFT - Microsoft | 0.86% | New | 53,028 | $376.04 | $20M | +53,028 | +$20M |
| DHI - D.R. Horton | 0.80% | New | 122,303 | $151.98 | $19M | +122,303 | +$19M |
| DG - Dollar Gen | 0.69% | New | 117,862 | $135.95 | $16M | +117,862 | +$16M |
| MLCO - Melco Resorts And Entmnt | 0.44% | Reduce −83.3% | 1,153,489 | $8.87 | $10M | −5,755,989 | −$58M |
| SAIA — | 0.08% | New | 4,476 | $438.22 | $2M | +4,476 | +$2M |
| Scorpio Tankers | 0.04% | New | 16,130 | $60.80 | $981K | +16,130 | +$981K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OXY - Occidental | 2.98% | Exit | 0 | $64.88 | $65M | −1,004,272 | −$65M |
| RIG - Transocean | 2.59% | Exit | 0 | $8.21 | $57M | −6,905,312 | −$57M |
| EQT - EQT Corp | 1.84% | Exit | 0 | $40.58 | $40M | −993,630 | −$40M |
| PTEN - Patterson-Uti Energy | 1.84% | Exit | 0 | $13.84 | $40M | −2,902,264 | −$40M |
| NSC - Norfolk Southn | 1.52% | Exit | 0 | $196.93 | $33M | −169,190 | −$33M |
| BBWI - Bath & Body Works | 1.20% | Exit | 0 | $33.80 | $26M | −778,890 | −$26M |
| AER - Aercap | 0.89% | Exit | 0 | $62.67 | $19M | −310,491 | −$19M |
| TTD - The Trade Desk · CL A | 0.82% | Exit | 0 | $78.15 | $18M | −229,173 | −$18M |
| United States Stl | 0.47% | Exit | 0 | $32.48 | $10M | −314,879 | −$10M |
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