Anabranch Capital Management, LP.

AUM · $131M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	CVNA	CARVANA CO	698K	$46M	35.1%	+263%
2	TDG	TRANSDIGM GROUP INC	24K	$31M	24.0%	−46%
3	SGI	SOMNIGROUP INTERNATIONAL INC	291K	$23M	17.4%	−44%
4	GWRE	GUIDEWIRE SOFTWARE INC	130K	$16M	12.2%	±0%
5	HLT	HILTON WORLDWIDE HLDGS INC	45K	$15M	11.3%	−67%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE ANABRANCH SIGNAL

Anabranch Capital Management, LP is a Other fund managing $131 million in assets. The fund runs a focused portfolio of just 5 positions.