Anabranch Capital Management, LP: 13F holdings
CIK 18224802026Q2
| Positions | 5 |
|---|
| Reported value | $130.9m |
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| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 5 (+0 vs prior quarter) |
|---|
| Reported value | $130.9m (+13.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 698,029 | $45.9m | 35.1% |
| TDG TRANSDIGM GROUP INC | 23,588 | $31.4m | 24.0% |
| SGI SOMNIGROUP INTERNATIONAL INC | 290,501 | $22.8m | 17.4% |
| GWRE GUIDEWIRE SOFTWARE INC | 129,697 | $16.0m | 12.2% |
| HLT HILTON WORLDWIDE HLDGS INC | 44,775 | $14.8m | 11.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1822480")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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