Anomaly Capital Management, LP: CORTEVA INC (CTVA): Quarterly 13F Position History
As of Q1 2026, Anomaly Capital Management, LP reported 1,056,399 shares of CORTEVA INC (CTVA), worth $88.4M and representing 5.4% of its 13F equity book. Quarter-over-quarter share count change: 1,881,902 (-64.0%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 1,056,399Shares Held (Latest Filing)
- $88.4MReported Market Value (Latest Filing)
- 5.4%Portfolio Weight (% of 13F Equity Book)
- 1,881,902Quarter-over-Quarter Share Change
- -$108.5MQuarter-over-Quarter Value Change
- 4,307,998Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,056,399 | 1,881,902 | -64.0% | $88.4M | 5.4% | $83.7 |
| Q4 2025 | 2,938,301 | +516,493 | +21.3% | $197.0M | 7.1% | $67.0 |
| Q3 2025 | 2,421,808 | +80,805 | +3.5% | $163.8M | 4.8% | $67.6 |
| Q2 2025 | 2,341,003 | 832,532 | -26.2% | $174.5M | 5.5% | $74.5 |
| Q1 2025 | 3,173,535 | 390,354 | -11.0% | $199.7M | 9.3% | $62.9 |
| Q4 2024 | 3,563,889 | 744,109 | -17.3% | $203.0M | 6.0% | $57.0 |
| Q3 2024 | 4,307,998 | +811,929 | +23.2% | $253.3M | 9.0% | $58.8 |
| Q2 2024 | 3,496,069 | — | — | $188.6M | 7.2% | $53.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Anomaly Capital Management, LP first disclose a CTVA position in 13F-HR filings?
Anomaly Capital Management, LP first reported CORTEVA INC (CTVA) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in CTVA?
Between Q4 2025 and Q1 2026, Anomaly Capital Management, LP reduced its CTVA position by 1,881,902 shares (-64.0%), leaving 1,056,399 shares at a market value of $88.4M.
Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in CTVA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.