Institutional
Anabranch Capital Management, LP
CIK 0001822480
$114.9M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $30.2M | 26.30% | +14,093 | +17.2% |
| 2 | TDG | TRANSDIGM GROUP INC | $1240.46 | 0.14% | -9.69% | 132.48% | $25.2M | 21.96% | −5,787 | −21.0% |
| 3 | HLT | HILTON WORLDWIDE HLDGS INC | $342.05 | -0.31% | 35.99% | 164.53% | $20.8M | 18.08% | −19,603 | −22.3% |
| 4 | GWRE 1.25 11/01/29 | GUIDEWIRE SOFTWARE INC | — | — | — | — | $19.4M | 16.88% | +129,697 | NEW |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.01 | -2.33% | 4.77% | 65.51% | $19.3M | 16.77% | −44,360 | −14.5% |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | $133.15 | -2.14% | -46.80% | 18.11% | — | — | −124,645 | EXITED |
Source: SEC EDGAR · accession 0001420506-26-001020. 13F discloses long positions only — shorts, foreign equities, and options are excluded.