Anabranch Capital Management, LP
5 holdingsFiling period: 2026-06-30Current AUM: $135.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | 698.0K | $45.9M | $51.4M | 37.83% | +601.9K | 2026-06-30 |
| 2 | TDG | Transdigm Group Inc | 23.6K | $31.4M | $28.2M | 20.80% | +1.8K | 2026-06-30 |
| 3 | SGI | Somnigroup International Inc | 290.5K | $22.8M | $18.6M | 13.73% | +29.9K | 2026-06-30 |
| 4 | GWRE | Guidewire Software Inc | 129.7K | $16.0M | $20.9M | 15.42% | -- | 2026-06-30 |
| 5 | HLT | Hilton Worldwide Hldgs Inc | 44.8K | $14.8M | $16.6M | 12.22% | -23,544 | 2026-06-30 |
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