13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002003
Total Value
$167.5M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | HLT | 165,075 | $44.0M | 26.26% |
| 2 | CARVANA CO | CVNA | 109,255 | $36.8M | 21.98% |
| 3 | TRANSDIGM GROUP INC | TDG | 21,419 | $32.6M | 19.45% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 455,287 | $31.0M | 18.50% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 188,869 | $15.3M | 9.15% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 33,093 | $7.8M | 4.65% |