Q1 2026 · 13F-HR
Anabranch Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001020
$114.9M
Reported value
5
Positions
2026-03-31
Period end
The Brief · Anabranch Capital Management, LP · Q1 2026
AI · grounded in 13F
Anabranch Capital Management, LP closed its position in GWRE with a reduction of $25.1M. The fund simultaneously opened a new position in GUIDEWIRE SOFTWARE INC valued at $19.4M. Other activity included trimming holdings in HLT by 22.3%, TDG by 21%, and SGI by 14.5%, while accumulating more shares of CVNA by 17.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $30.2M | 26.3% | 96,121 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $25.2M | 22.0% | 21,768 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $20.8M | 18.1% | 68,319 | Common | SOLE |
| 40171VAC4 | GWRE 1.25 11/01/29 | GUIDEWIRE SOFTWARE INC | $19.4M | 16.9% | 129,697 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $19.3M | 16.8% | 260,596 | 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.