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Anomaly Capital Management’s Wayfair W Stock Holding History

Anomaly Capital Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127M Buy
1,379,204
+911,962
+195% +$67.2M 4.87% 8
2026
Q1 		$35.1M Buy
+467,242
New +$42.3M 2.13% 18

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Anomaly Capital Management's W Position: Q2 2026 in Review

Anomaly Capital Management increased its Wayfair (W) stake by 195% in Q2 2026, buying an estimated $67.2M and bringing the position to 1,379,204 shares worth $127M. The position accounts for 4.87% of the portfolio, ranked #8.

Anomaly Capital Management first reported a position in W in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Anomaly Capital Management held 1,379,204 shares of Wayfair worth $127M as of Q2 2026.
  • Anomaly Capital Management bought 911,962 Wayfair shares in Q2 2026, an estimated $67.2M.
  • Wayfair made up 4.87% of Anomaly Capital Management's portfolio in Q2 2026, its #8 holding.
  • Anomaly Capital Management first reported a position in Wayfair in Q1 2026 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Anomaly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.