Q1 2026 · 13F-HR/A
Anabranch Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001063
$114.9M
Reported value
5
Positions
2026-03-31
Period end
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 |
| 40171V100 | GWRE | 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.