Anabranch Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Anabranch Capital Management, LP disclosed 5 US equity positions worth $114.9m in its Q1 2026 13F filing. The largest position was CVNA at 26.3% of the reported book, followed by TDG and HLT.
What did Anabranch Capital Management, LP own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 26.3% | $30.2m | 96,121 | – | |
| 2 | TDG TRANSDIGM GROUP INC | Industrials | 22.0% | $25.2m | 21,768 | – | |
| 3 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 18.1% | $20.8m | 68,319 | – | |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 16.9% | $19.4m | 129,697 | – | |
| 5 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 16.8% | $19.3m | 260,596 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.