Anabranch Capital Management, LP 13F Holdings · Q2 2026
Anabranch Capital Management, LP reported 5 securities worth $130.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (35.10%), TDG (24.00%), SGI (17.40%). Among its top 25 positions this quarter: 3 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $45.9M | 35.10% | 698,029 | Added |
| 2 | TDG | TRANSDIGM GROUP INC | $31.4M | 24.00% | 23,588 | Added |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | $22.8M | 17.40% | 290,501 | Added |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | $16.0M | 12.19% | 129,697 | Hold |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | $14.8M | 11.30% | 44,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR