13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000459
Total Value
$148.8M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,555 | $36.6M | 24.63% |
| 2 | CARVANA CO | CVNA | 82,028 | $34.6M | 23.26% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 304,956 | $27.2M | 18.30% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 87,922 | $25.3M | 16.97% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 124,645 | $25.1M | 16.84% |