Anabranch Capital Management, LP

Est. AUM

$114.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CARVANA CO	CL A	$30.2M	96121	26.30%	SOLE
2	TRANSDIGM GROUP INC	COM	$25.2M	21768	21.96%	SOLE
3	HILTON WORLDWIDE HLDGS INC	COM	$20.8M	68319	18.08%	SOLE
4	GUIDEWIRE SOFTWARE INC	NOTE 1.250%11/0	$19.4M	129697	16.88%	SOLE
5	SOMNIGROUP INTERNATIONAL INC	COM	$19.3M	260596	16.77%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.