account_balance
Investment manager · 13F filer · SEC CIK 1822480
Anabranch Capital Management, LP
Reported value$131Mas of Jun 30, 2026
Positions5 1 new, 1 sold out
Top 10 weight100.0%CVNA alone is 35%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 5 stocks.
CVNACarvana Co.
35.1%Added +45%
TDGTransDigm Group INC
24.0%Added +8%
SGISomnigroup International Inc.
17.4%Added +11%
GWREGuidewire Software, Inc.
12.2%New
HLTHilton Worldwide Holdings Inc.
11.3%Trimmed −34%
CVNACarvana Co.
35.1%Added +45%
TDGTransDigm Group INC
24.0%Added +8%
SGISomnigroup International Inc.
17.4%Added +11%
GWREGuidewire Software, Inc.
12.2%
HLTHilton Worldwide Holdings Inc.
11.3%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Mar 31, 2026
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