Anomaly Capital Management’s e.l.f. Beauty ELF Stock Holding History

Anomaly Capital Management’s Portfolio ELF Stock Details ELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-552,458	Closed	-$60.2M	–	38
2024 Q3	$60.2M	Buy	+552,458	New	+$86.7M	2.15%	19
2024 Q2	–	Sell	-302,994	Closed	-$59.4M	–	31
2024 Q1	$59.4M	Sell	302,994 -313,918	-51%	-$55.8M	2.1%	17
2023 Q4	$89M	Buy	+616,912	New	+$71.2M	3.84%	11

Other funds holding ELF

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anomaly Capital Management's ELF Position: Q4 2024 in Review

Anomaly Capital Management sold out of e.l.f. Beauty (ELF) in Q4 2024, closing a stake of 552,458 shares — an estimated $60.2M sold.

Anomaly Capital Management first reported a position in ELF in Q4 2023 and held it in 3 quarters. The position peaked at $89M in Q4 2023. 531 funds tracked by Wall St. Rank hold ELF as of Q4 2024.

Anomaly Capital Management reported no remaining e.l.f. Beauty position as of Q4 2024 after selling out during the quarter.
Anomaly Capital Management sold 552,458 e.l.f. Beauty shares in Q4 2024, an estimated $60.2M.
Anomaly Capital Management first reported a position in e.l.f. Beauty in Q4 2023 and held it in 3 quarters.
Anomaly Capital Management's e.l.f. Beauty position peaked at $89M in Q4 2023.
531 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2024.

Based on Anomaly Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.