Institutions / Anabranch Capital Management, LP
Anabranch Capital Management, LP
CIK 1822480 · Institution · as of Dec 31, 2025
Portfolio value
$148.80M
Positions
5
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TransDigm Group Inc. | $36.64M | 24.6% |
| Carvana Co. | $34.62M | 23.3% |
| Somnigroup International Inc | $27.23M | 18.3% |
| Hilton Worldwide Holdings Inc. | $25.26M | 17.0% |
| Guidewire Software, Inc. | $25.05M | 16.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.