Anabranch Capital Management, LP

CIK 0001822480 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Anabranch Capital Management, LP reported 5 positions worth $130.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CVNA (35.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$130.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CVNA	CARVANA CO	SH	$45.9M	35.10%	698,029	—	—
▸ 2	TDG	TRANSDIGM GROUP INC	SH	$31.4M	24.00%	23,588	—	—
▸ 3	SGI	SOMNIGROUP INTERNATIONAL INC	SH	$22.8M	17.40%	290,501	—	—
▸ 4	GWRE	GUIDEWIRE SOFTWARE INC	SH	$16.0M	12.19%	129,697	—	—
▸ 5	HLT	HILTON WORLDWIDE HLDGS INC	SH	$14.8M	11.30%	44,775	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Anabranch Capital Management, LP hold as of Q2 2026?

Anabranch Capital Management, LP reported 5 positions worth $130.9M in its Q2 2026 13F filing. Largest positions: CVNA (35.1%), TDG (24.0%), SGI (17.4%), GWRE (12.2%) and HLT (11.3%).

What did Anabranch Capital Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Anabranch Capital Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.