Anomaly Capital Management, LP: DANAHER CORP DEL (DHR): Quarterly 13F Position History
As of Q2 2026, Anomaly Capital Management, LP reported 1,365,320 shares of DANAHER CORP DEL (DHR), worth $260.1M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: + 602,649 (+79.0%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,365,320Shares Held (Latest Filing)
- $260.1MReported Market Value (Latest Filing)
- 9.9%Portfolio Weight (% of 13F Equity Book)
- +602,649Quarter-over-Quarter Share Change
- +$115.5MQuarter-over-Quarter Value Change
- 1,365,320Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,365,320 | +602,649 | +79.0% | $260.1M | 9.9% | $190.5 |
| Q1 2026 | 762,671 | +414,830 | +119.3% | $144.6M | 8.8% | $189.6 |
| Q4 2025 | 347,841 | – | – | $79.6M | 2.9% | $228.9 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Anomaly Capital Management, LP first disclose a DHR position in 13F-HR filings?
Anomaly Capital Management, LP first reported DANAHER CORP DEL (DHR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in DHR?
Between Q1 2026 and Q2 2026, Anomaly Capital Management, LP added 602,649 shares of DHR (+79.0%), bringing the total reported position to 1,365,320 shares at a market value of $260.1M.
Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in DHR?
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.