Anabranch Capital Management, LP Concentrated Active

Location: Stamford, CT

CIK: 0001822480 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $149M (100.0% shares, 0.0% debt)

Holdings (5)

TDG TRANSDIGM GROUP INC 24.6%

Value $36.64M Shares 27,555 Est. Cost $666.24 Unrealized +96.7%

CVNA CARVANA CO 23.3%

Value $34.62M Shares 82,028 Est. Cost $158.77 Unrealized +134.1%

SGI SOMNIGROUP INTERNATIONAL INC 18.3%

Value $27.23M Shares 304,956 Est. Cost $49.60 Unrealized +76.1%

HLT HILTON WORLDWIDE HLDGS INC 17.0%

Value $25.26M Shares 87,922 Est. Cost $199.59 Unrealized +36.4%

GWRE GUIDEWIRE SOFTWARE INC 16.8%

Value $25.05M Shares 124,645 Est. Cost $191.10 Unrealized +15.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TDG	TRANSDIGM GROUP INC	27,555	$36.64M	24.6%	$666.24	+96.7%	COM	893641100
CVNA	CARVANA CO	82,028	$34.62M	23.3%	$158.77	+134.1%	CL A	146869102
SGI	SOMNIGROUP INTERNATIONAL INC	304,956	$27.23M	18.3%	$49.60	+76.1%	COM	88023U101
HLT	HILTON WORLDWIDE HLDGS INC	87,922	$25.26M	17.0%	$199.59	+36.4%	COM	43300A203
GWRE	GUIDEWIRE SOFTWARE INC	124,645	$25.05M	16.8%	$191.10	+15.7%	COM	40171V100