Anabranch Capital Management, LP Concentrated Active

Location: Stamford, CT

CIK: 0001822480 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $131M (100.0% shares, 0.0% debt)

Holdings (5)

CVNA CARVANA CO 35.1%

Value $45.94M Shares 698,029 Est. Cost — Unrealized —

TDG TRANSDIGM GROUP INC 24.0%

Value $31.42M Shares 23,588 Est. Cost — Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC 17.4%

Value $22.78M Shares 290,501 Est. Cost — Unrealized —

GWRE GUIDEWIRE SOFTWARE INC 12.2%

Value $15.96M Shares 129,697 Est. Cost — Unrealized —

HLT HILTON WORLDWIDE HLDGS INC 11.3%

Value $14.8M Shares 44,775 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	698,029	$45.94M	35.1%	—	—	CL A	146869102
TDG	TRANSDIGM GROUP INC	23,588	$31.42M	24.0%	—	—	COM	893641100
SGI	SOMNIGROUP INTERNATIONAL INC	290,501	$22.78M	17.4%	—	—	COM	88023U101
GWRE	GUIDEWIRE SOFTWARE INC	129,697	$15.96M	12.2%	—	—	COM	40171V100
HLT	HILTON WORLDWIDE HLDGS INC	44,775	$14.8M	11.3%	—	—	COM	43300A203