Anabranch Capital Management, LP

CIK: 0001822480SEC EDGAR →

Portfolio Value

$148.8B

Holdings

5

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
T7D

TRANSDIGM GROUP INC

27,555$36.6B
24.63%
2
CVNA

CARVANA CO

82,028$34.6B
23.26%
3
TPD

SOMNIGROUP INTERNATIONAL INC

304,956$27.2B
18.30%
4
HLT

HILTON WORLDWIDE HLDGS INC

87,922$25.3B
16.97%
5
GWRE

GUIDEWIRE SOFTWARE INC

124,645$25.1B
16.84%

Quarterly Changes

Top Buys

GWRE↑ Increased
$17.4B

Top Sells

FWONACLOSED
$18.3B
CVNA↓ Decreased
$7.0B
HLT↓ Decreased
$1.8B
TPD↓ Decreased
$686.1M

Closed Positions (1)

FWONA
$18.3B · 189K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown2$63.9B42.9%
Consumer Cyclical2$59.9B40.2%
Technology1$25.1B16.8%