Anabranch Capital Management, Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$114.9M
Q ending 2026-03-31
Prior quarter
$148.8M
Q ending 2025-12-31
Change
-22.8% QoQ · -25.7% YoY
Positions
5
reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Carvana CoCVNAShares$30.2M96K
Transdigm Group IncTDGShares$25.2M22K
Hilton Worldwide Hldgs IncHLTShares$20.8M68K
Guidewire Software IncGWRE 1.25 11/01/29Shares$19.4M130K
Somnigroup International IncSGIShares$19.3M261K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.