§ 13F · FUND PROFILE
Anabranch Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 6Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 96K | $30M | 13.2% | +134% |
| 2 | CVNA | CARVANA CO | 96K | $30M | 13.2% | — |
| 3 | TDG | TRANSDIGM GROUP INC | 22K | $25M | 11.0% | — |
| 4 | TDG | TRANSDIGM GROUP INC | 22K | $25M | 11.0% | +58% |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | 68K | $21M | 9.0% | +55% |
| 6 | HLT | HILTON WORLDWIDE HLDGS INC | 68K | $21M | 9.0% | — |
| 7 | GWRE 1.25 11/01/29 | GUIDEWIRE SOFTWARE INC | 130K | $19M | 8.4% | NEW |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 130K | $19M | 8.4% | +4% |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | 261K | $19M | 8.4% | — |
| 10 | SGI | SOMNIGROUP INTERNATIONAL INC | 261K | $19M | 8.4% | +71% |
§ 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 $159 million in assets. The fund runs a focused portfolio of just 6 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed