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Anabranch Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $130,895,270
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CARVANA CO · CL A · 146869102 · shares: $45,944,269
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $31,420,160
- SOMNIGROUP INTERNATIONAL INC · COM · 88023U101 · shares: $22,775,278
- GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $15,959,216
- HILTON WORLDWIDE HLDGS INC · COM · 43300A203 · shares: $14,796,347
Reported holdings
5 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARVANA CO | CL A | 146869102 | — | 698,029 shares | $45,944,269 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 23,588 shares | $31,420,160 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 290,501 shares | $22,775,278 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 129,697 shares | $15,959,216 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 44,775 shares | $14,796,347 |