Anabranch Capital Management, LP Concentrated Active

Location: STAMFORD, CT

CIK: 0001822480 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $115M (100.0% shares, 0.0% debt)

Holdings (5)

Increased Positions (2)

GWRE GUIDEWIRE SOFTWARE INC 16.9%

Value $19.4M (-22.6%) Shares 129,697 (+4.1%) Est. Cost — Unrealized —

CVNA CARVANA CO 26.3%

Value $30.22M (-12.7%) Shares 96,121 (+17.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GWRE	GUIDEWIRE SOFTWARE INC	129,697 (+4.1%)	$19.4M (-22.6%)	16.9%	—	—	COM	40171V100
CVNA	CARVANA CO	96,121 (+17.2%)	$30.22M (-12.7%)	26.3%	—	—	CL A	146869102

Decreased Positions (3)

TDG TRANSDIGM GROUP INC 22.0%

Value $25.23M (-31.2%) Shares 21,768 (-21.0%) Est. Cost — Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC 16.8%

Value $19.26M (-29.2%) Shares 260,596 (-14.5%) Est. Cost — Unrealized —

HLT HILTON WORLDWIDE HLDGS INC 18.1%

Value $20.77M (-17.7%) Shares 68,319 (-22.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TDG	TRANSDIGM GROUP INC	21,768 (-21.0%)	$25.23M (-31.2%)	22.0%	—	—	COM	893641100
SGI	SOMNIGROUP INTERNATIONAL INC	260,596 (-14.5%)	$19.26M (-29.2%)	16.8%	—	—	COM	88023U101
HLT	HILTON WORLDWIDE HLDGS INC	68,319 (-22.3%)	$20.77M (-17.7%)	18.1%	—	—	COM	43300A203