Anabranch Capital Management
Latest statistics and disclosures from Anabranch Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDG, CVNA, SGI, HLT, GWRE, and represent 100.00% of Anabranch Capital Management's stock portfolio.
- Added to shares of these 1 stock: GWRE (+$18M).
- Reduced shares in these 4 stocks: Liberty Media CORP-Liberty Live (-$18M), CVNA (-$12M), HLT, SGI.
- Sold out of its position in Liberty Media CORP-Liberty Live.
- Anabranch Capital Management was a net seller of stock by $-19M.
- Anabranch Capital Management has $149M in assets under management (AUM), dropping by -6.33%.
- Central Index Key (CIK): 0001822480
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Positions held by Anabranch Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.6 | $37M | 28k | 1329.85 |
|
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| Carvana Cl A (CVNA) | 23.3 | $35M | -25% | 82k | 422.02 |
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| Tempur-Pedic International (SGI) | 18.3 | $27M | -7% | 305k | 89.28 |
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| Hilton Worldwide Holdings (HLT) | 17.0 | $25M | -15% | 88k | 287.25 |
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| Guidewire Software (GWRE) | 16.8 | $25M | +276% | 125k | 201.01 |
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Past Filings by Anabranch Capital Management
SEC 13F filings are viewable for Anabranch Capital Management going back to 2020
- Anabranch Capital Management 2025 Q4 filed Feb. 17, 2026
- Anabranch Capital Management 2025 Q3 filed Nov. 14, 2025
- Anabranch Capital Management 2025 Q2 filed Aug. 14, 2025
- Anabranch Capital Management 2025 Q1 filed May 15, 2025
- Anabranch Capital Management 2024 Q4 filed Feb. 14, 2025
- Anabranch Capital Management 2024 Q4 restated filed Feb. 14, 2025
- Anabranch Capital Management 2024 Q3 filed Nov. 14, 2024
- Anabranch Capital Management 2024 Q2 filed Aug. 14, 2024
- Anabranch Capital Management 2024 Q1 filed May 15, 2024
- Anabranch Capital Management 2023 Q4 filed Feb. 14, 2024
- Anabranch Capital Management 2023 Q3 filed Nov. 14, 2023
- Anabranch Capital Management 2023 Q2 filed Aug. 14, 2023
- Anabranch Capital Management 2023 Q1 filed May 15, 2023
- Anabranch Capital Management 2022 Q4 filed Feb. 14, 2023
- Anabranch Capital Management 2022 Q3 filed Nov. 14, 2022
- Anabranch Capital Management 2022 Q2 filed Aug. 15, 2022