Anabranch Capital Management, LP Concentrated Active

CIK: 0001822480 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $158,852 (100.0% shares, 0.0% debt)

Holdings (6)

CVNA CARVANA CO 26.2%

Value ($000) $41,663 Shares 110,441 Est. Cost $158.77 Unrealized +125.2%

TDG TRANSDIGM GROUP INC 22.9%

Value ($000) $36,318 Shares 27,555 Est. Cost $666.24 Unrealized +104.9%

SGI SOMNIGROUP INTERNATIONAL INC 17.6%

Value ($000) $27,912 Shares 330,987 Est. Cost $49.60 Unrealized +58.9%

HLT HILTON WORLDWIDE HLDGS INC 17.0%

Value ($000) $27,038 Shares 104,216 Est. Cost $199.59 Unrealized +35.3%

— LIBERTY MEDIA CORP DEL 11.5%

Value ($000) $18,315 Shares 188,869 Est. Cost $68.12 Unrealized —

GWRE GUIDEWIRE SOFTWARE INC 4.8%

Value ($000) $7,607 Shares 33,093 Est. Cost $107.85 Unrealized +110.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	110,441	$41,663	26.2%	$158.77	+125.2%	CL A	146869102
TDG	TRANSDIGM GROUP INC	27,555	$36,318	22.9%	$666.24	+104.9%	COM	893641100
SGI	SOMNIGROUP INTERNATIONAL INC	330,987	$27,912	17.6%	$49.60	+58.9%	COM	88023U101
HLT	HILTON WORLDWIDE HLDGS INC	104,216	$27,038	17.0%	$199.59	+35.3%	COM	43300A203
—	LIBERTY MEDIA CORP DEL	188,869	$18,315	11.5%	$68.12	—	COM LBTY LIV S C	531229722
GWRE	GUIDEWIRE SOFTWARE INC	33,093	$7,607	4.8%	$107.85	+110.9%	COM	40171V100