Q2 2025 · 13F-HR
Anabranch Capital Management, LPholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002003
$167.5M
Reported value
6
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $44.0M | 26.3% | 165,075 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $36.8M | 22.0% | 109,255 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $32.6M | 19.5% | 21,419 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $31.0M | 18.5% | 455,287 | Common | SOLE |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $15.3M | 9.15% | 188,869 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $7.8M | 4.65% | 33,093 | 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.