Anomaly Capital Management, LP: PROLOGIS INC. (PLD): Quarterly 13F Position History
As of Q2 2026, Anomaly Capital Management, LP reported 939,381 shares of PROLOGIS INC. (PLD), worth $127.3M and representing 4.9% of its 13F equity book. Quarter-over-quarter share count change: + 535,872 (+132.8%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 939,381Shares Held (Latest Filing)
- $127.3MReported Market Value (Latest Filing)
- 4.9%Portfolio Weight (% of 13F Equity Book)
- +535,872Quarter-over-Quarter Share Change
- +$73.9MQuarter-over-Quarter Value Change
- 2,656,618Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 939,381 | +535,872 | +132.8% | $127.3M | 4.9% | $135.5 |
| Q1 2026 | 403,509 | 470,053 | -53.8% | $53.3M | 3.2% | $132.2 |
| Q4 2025 | 873,562 | 1,783,056 | -67.1% | $111.5M | 4.0% | $127.7 |
| Q3 2025 | 2,656,618 | +360,635 | +15.7% | $304.2M | 8.9% | $114.5 |
| Q2 2025 | 2,295,983 | +394,687 | +20.8% | $241.4M | 7.7% | $105.1 |
| Q1 2025 | 1,901,296 | +974,413 | +105.1% | $212.5M | 9.9% | $111.8 |
| Q4 2024 | 926,883 | 18,230 | -1.9% | $98.0M | 2.9% | $105.7 |
| Q3 2024 | 945,113 | +342,229 | +56.8% | $119.3M | 4.3% | $126.3 |
| Q2 2024 | 602,884 | – | – | $67.7M | 2.6% | $112.3 |
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 PLD position in 13F-HR filings?
Anomaly Capital Management, LP first reported PROLOGIS INC. (PLD) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Anomaly Capital Management, LP's most recent quarter-over-quarter share-count change in PLD?
Between Q1 2026 and Q2 2026, Anomaly Capital Management, LP added 535,872 shares of PLD (+132.8%), bringing the total reported position to 939,381 shares at a market value of $127.3M.
Does the implied price-per-share represent Anomaly Capital Management, LP's cost basis in PLD?
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.