Holdings
Anabranch Capital Management, LP
As of Jun 30, 2026, Anabranch Capital Management, LP reported 5 positions worth US$131M. Largest: Carvana Co., Transdigm Group Inc. and Somnigroup International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carvana Co. | 698K | US$45.9M | +602K | Jun 30, 2026 |
| Transdigm Group Inc. | 23,588 | US$31.4M | +1,820 | Jun 30, 2026 |
| Somnigroup International Inc. | 291K | US$22.8M | +29,905 | Jun 30, 2026 |
| Guidewire Software, Inc. | 130K | US$16M | no change | Jun 30, 2026 |
| Hilton Worldwide Holdings Inc. | 44,775 | US$14.8M | −23,544 | Jun 30, 2026 |