13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003229
Total Value
$158.9M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 110,441 | $41.7M | 26.23% |
| 2 | TRANSDIGM GROUP INC | TDG | 27,555 | $36.3M | 22.86% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 330,987 | $27.9M | 17.57% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 104,216 | $27.0M | 17.02% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 188,869 | $18.3M | 11.53% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 33,093 | $7.6M | 4.79% |