Anabranch Capital Management, LP 13F Holdings

CIK 0001822480 · NEW YORK, NY

As of Sep 30, 2025, Anabranch Capital Management, LP reported 6 positions worth 58.9M in its SEC Form 13F filing.

Top 6 holdings

SecurityTickerSectorSharesValue% of portfolio
CARVANA COCVNAConsumer Cyclical110,441$41.7M26.23%
TRANSDIGM GROUP INCTDGIndustrials27,555$36.3M22.86%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical330,987$27.9M17.57%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical104,216$27.0M17.02%
LIBERTY MEDIA CORPLLYVKCommunication Services188,869 8.3M11.53%
GUIDEWIRE SOFTWARE INCGWRETechnology33,093$7.6M4.79%