Anabranch Capital Management, LP
Anabranch Capital Management, LP reported 5 holdings worth US$131M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Anabranch Capital Management, LP reported 5 holdings worth US$131M as of Jun 30, 2026. Largest: Carvana Co., Transdigm Group Inc. and Somnigroup International Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 5
- Value as reported
- US$131M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 698K | US$45.9M | 35.1% |
| Transdigm Group Inc. | 23,588 | US$31.4M | 24.0% |
| Somnigroup International Inc. | 291K | US$22.8M | 17.4% |
| Guidewire Software, Inc. | 130K | US$16M | 12.2% |
| Hilton Worldwide Holdings Inc. | 44,775 | US$14.8M | 11.3% |