Question 1

What is Anabranch Capital Management, LP's portfolio value?

Accepted Answer

As of Q4 2025, Anabranch Capital Management, LP manages $148.8M across 5 reported positions in their SEC 13F filing.

Question 2

What are Anabranch Capital Management, LP's top holdings?

Accepted Answer

Anabranch Capital Management, LP's largest 13F positions include T7D, CVNA, TPD, representing approximately 66.2% of the reported portfolio.

Question 3

How many stocks does Anabranch Capital Management, LP hold?

Accepted Answer

Anabranch Capital Management, LP holds 5 reported positions as of their Q4 2025 13F filing.

Question 4

When did Anabranch Capital Management, LP last file a 13F?

Accepted Answer

The most recent 13F filing from Anabranch Capital Management, LP reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	T7D TRANSDIGM GROUP INC	27,555	$36.6M	24.63%
2	CVNA CARVANA CO	82,028	$34.6M	23.26%
3	TPD SOMNIGROUP INTERNATIONAL INC	304,956	$27.2M	18.30%
4	HLT HILTON WORLDWIDE HLDGS INC	87,922	$25.3M	16.97%
5	GWRE GUIDEWIRE SOFTWARE INC	124,645	$25.1M	16.84%

Sector	# Holdings	Value	%
Unknown	2	$63.9M	42.9%
Consumer Cyclical	2	$59.9M	40.2%
Technology	1	$25.1M	16.8%

Anabranch Capital Management, LP

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

Closed Positions (1)

Sector Breakdown