Home/Smart Money/Anabranch Capital Management, LP
§ 13F · FUND PROFILE

Anabranch Capital Management, LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.9T (13F)Positions · 6Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1TDGTRANSDIGM GROUP INC28K$36.6T24.6%±0%
2CVNACARVANA CO82K$34.6T23.3%−26%
3SGISOMNIGROUP INTERNATIONAL INC305K$27.2T18.3%−8%
4HLTHILTON WORLDWIDE HLDGS INC88K$25.3T17.0%−16%
5GWREGUIDEWIRE SOFTWARE INC125K$25.1T16.8%+277%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ANABRANCH SIGNAL

AC read

Anabranch Capital Management, LP is a Other fund managing $158852.1 trillion in assets. The fund runs a focused portfolio of just 6 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed