13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001148
Total Value
$154.6M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOMNIGROUP INTERNATIONAL INC | SGI | 555,373 | $33.3M | 21.51% |
| 2 | TRANSDIGM GROUP INC | TDG | 21,419 | $29.6M | 19.17% |
| 3 | CARVANA CO | CVNA | 116,870 | $24.4M | 15.81% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 99,523 | $22.6M | 14.65% |
| 5 | MICROSOFT CORP | MSFT | 44,626 | $16.8M | 10.84% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 80,021 | $15.0M | 9.70% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 188,869 | $12.9M | 8.33% |