Institutional Fund
Anabranch Capital Management, LP
Stamford, CTCIK 18224806 filings on record
Portfolio Value
$114.88M
Q1 2026
Holdings
5
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-22.8%
from $148.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co26.3%
- Transdigm Group Inc22.0%
- Hilton Worldwide Hldgs Inc18.1%
- Guidewire Software Inc16.9%
- Somnigroup International Inc16.8%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 96.1K | $30.22M | 26.3% | +14.1K | Added |
| 2 | Transdigm Group Inc | 21.8K | $25.23M | 22.0% | −5.8K | Reduced |
| 3 | Hilton Worldwide Hldgs Inc | 68.3K | $20.77M | 18.1% | −19.6K | Reduced |
| 4 | Guidewire Software Inc | 129.7K | $19.40M | 16.9% | +5.1K | Added |
| 5 | Somnigroup International Inc | 260.6K | $19.26M | 16.8% | −44.4K | Reduced |