Anabranch Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Anabranch Capital Management, LP disclosed 5 US equity positions worth $130.9m in its Q2 2026 13F filing. The largest position was CVNA at 35.1% of the reported book, followed by TDG and SGI. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 5 holdings.
What did Anabranch Capital Management, LP own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 35.1% | $45.9m | 698,029 | 626% | added |
| 2 | TDG TRANSDIGM GROUP INC | Industrials | 24.0% | $31.4m | 23,588 | 8% | added |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 17.4% | $22.8m | 290,501 | 11% | added |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 12.2% | $16.0m | 129,697 | 0% | held |
| 5 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 11.3% | $14.8m | 44,775 | -34% | reduced |
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.