Anabranch Capital Management
Latest statistics and disclosures from Anabranch Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, TDG, HLT, Guidewire Software, SGI, and represent 100.00% of Anabranch Capital Management's stock portfolio.
- Added to shares of these 2 stocks: Guidewire Software (+$19M), CVNA.
- Started 1 new stock position in Guidewire Software.
- Reduced shares in these 4 stocks: , TDG (-$6.7M), HLT (-$6.0M), SGI.
- Sold out of its position in GWRE.
- Anabranch Capital Management was a net seller of stock by $-17M.
- Anabranch Capital Management has $115M in assets under management (AUM), dropping by -22.79%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.3 | $30M | +17% | 96k | 314.38 |
|
| TransDigm Group Incorporated (TDG) | 22.0 | $25M | -21% | 22k | 1158.96 |
|
| Hilton Worldwide Holdings (HLT) | 18.1 | $21M | -22% | 68k | 304.08 |
|
| Guidewire Software Note 1.250%11/0 | 16.9 | $19M | NEW | 130k | 149.56 |
|
| Tempur-Pedic International (SGI) | 16.8 | $19M | -14% | 261k | 73.92 |
|
Past Filings by Anabranch Capital Management
SEC 13F filings are viewable for Anabranch Capital Management going back to 2020
- Anabranch Capital Management 2026 Q1 filed May 15, 2026
- Anabranch Capital Management 2026 Q1 restated filed May 15, 2026
- 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