Q1 2025 · 13F-HR
Anabranch Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001148
$154.6M
Reported value
7
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $33.3M | 21.5% | 555,373 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $29.6M | 19.2% | 21,419 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $24.4M | 15.8% | 116,870 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $22.6M | 14.7% | 99,523 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $16.8M | 10.8% | 44,626 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $15.0M | 9.70% | 80,021 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $12.9M | 8.33% | 188,869 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.