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 | 9.46% | Add +150.7% | 2,515,248 | $106.53 | $268M | +1,511,782 | +$159M |
| GOOGL - Alphabet · CL A | 7.25% | Add +29.0% | 1,360,675 | $150.93 | $205M | +305,961 | +$58M |
| AMZN - Amazon | 6.61% | Reduce −13.2% | 1,038,649 | $180.38 | $187M | −157,908 | +$6M |
| Skechers U S A · CL A | 6.54% | Add +24.4% | 3,025,957 | $61.26 | $185M | +592,695 | +$34M |
| SGI - Tempur Sealy Intl | 6.14% | Add +92.5% | 3,060,945 | $56.82 | $174M | +1,471,150 | +$93M |
| BLDR - Builders Firstsource | 6.13% | Reduce −30.4% | 833,070 | $208.55 | $174M | −364,146 | −$26M |
| ONON - ON AG | 5.90% | Add +5.2% | 4,728,877 | $35.38 | $167M | +235,755 | +$46M |
| CNM - Core & Main · CL A | 5.36% | New | 2,655,034 | $57.25 | $152M | +2,655,034 | +$152M |
| WMT - Walmart | 4.46% | Add +380.1% | 2,100,909 | $60.17 | $126M | +1,663,349 | +$57M |
| BURL - Burlington Stores | 4.44% | Add +60.3% | 542,415 | $232.19 | $126M | +204,056 | +$60M |
| XOM - Exxon Mobil | 4.29% | Add +144.8% | 1,045,434 | $116.24 | $122M | +618,424 | +$79M |
| CRM - Salesforce | 4.18% | New | 393,624 | $301.18 | $119M | +393,624 | +$119M |
| LVS - Las Vegas Sands | 4.01% | Add +10.0% | 2,200,289 | $51.70 | $114M | +200,308 | +$15M |
| DDOG - Datadog · CL A | 3.12% | Add +198.5% | 714,484 | $123.60 | $88M | +475,163 | +$59M |
| KMX - Carmax | 2.34% | New | 761,141 | $87.11 | $66M | +761,141 | +$66M |
| Signet Jewelers | 2.17% | Reduce −56.6% | 614,917 | $100.07 | $62M | −802,578 | −$91M |
| ELF - E L F Beauty | 2.10% | Reduce −50.9% | 302,994 | $196.03 | $59M | −313,918 | −$30M |
| FDX - Fedex | 2.05% | New | 200,728 | $289.74 | $58M | +200,728 | +$58M |
| FTI - Technipfmc | 2.02% | New | 2,275,746 | $25.11 | $57M | +2,275,746 | +$57M |
| GTLB - Gitlab · CLASS A | 1.80% | Reduce −19.5% | 874,508 | $58.32 | $51M | −211,542 | −$17M |
| DHI - D.R. Horton | 1.74% | Add +144.7% | 299,285 | $164.55 | $49M | +176,982 | +$31M |
| PH - Parker-Hannifin | 1.60% | Reduce −23.5% | 81,598 | $555.79 | $45M | −25,111 | −$4M |
| BKNG - Booking | 1.15% | New | 9,013 | $3,628 | $33M | +9,013 | +$33M |
| Spirit Aerosystems · CL A | 0.97% | Reduce −57.1% | 765,752 | $36.07 | $28M | −1,020,502 | −$29M |
| PANW - Palo Alto Networks | 0.96% | Reduce −77.9% | 96,011 | $284.13 | $27M | −338,399 | −$101M |
| HESS | 0.85% | Reduce −43.6% | 157,127 | $152.64 | $24M | −121,434 | −$16M |
| RH | 0.71% | Reduce −59.1% | 57,859 | $348.26 | $20M | −83,509 | −$21M |
| PTEN - Patterson-Uti Energy | 0.53% | New | 1,252,086 | $11.94 | $15M | +1,252,086 | +$15M |
| HUBB - Hubbell | 0.47% | New | 32,402 | $415.05 | $13M | +32,402 | +$13M |
| MLCO - Melco Resorts And Entmnt | 0.43% | Add +46.0% | 1,683,971 | $7.21 | $12M | +530,482 | +$2M |
| SYM - Symbotic · CLASS A | 0.20% | New | 126,134 | $45.00 | $6M | +126,134 | +$6M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KNX - Knight Swift · CL A | 4.69% | Exit | 0 | $57.65 | $109M | −1,885,852 | −$109M |
| PVH - Phillips Van Heusen | 2.47% | Exit | 0 | $122.12 | $57M | −468,907 | −$57M |
| Splunk | 2.20% | Exit | 0 | $152.35 | $51M | −335,800 | −$51M |
| POOL - POOL Corp | 2.05% | Exit | 0 | $398.71 | $48M | −119,384 | −$48M |
| TECK - Teck Resources · CL B | 1.95% | Exit | 0 | $42.27 | $45M | −1,069,977 | −$45M |
| ATI - ATI Inc | 0.93% | Exit | 0 | $45.47 | $22M | −473,498 | −$22M |
| MSFT - Microsoft | 0.86% | Exit | 0 | $376.05 | $20M | −53,028 | −$20M |
| DG - Dollar Gen | 0.69% | Exit | 0 | $135.95 | $16M | −117,862 | −$16M |
| SAIA — | 0.08% | Exit | 0 | $438.11 | $2M | −4,476 | −$2M |
| Scorpio Tankers | 0.04% | Exit | 0 | $60.82 | $981K | −16,130 | −$981K |
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