Anabranch Capital Management as of June 30, 2025
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 6 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 26.3 | $44M | 165k | 266.34 | |
| Carvana Cl A (CVNA) | 22.0 | $37M | 109k | 336.96 | |
| TransDigm Group Incorporated (TDG) | 19.5 | $33M | 21k | 1520.64 | |
| Tempur-Pedic International (SGI) | 18.5 | $31M | 455k | 68.05 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 9.2 | $15M | 189k | 81.16 | |
| Guidewire Software (GWRE) | 4.7 | $7.8M | 33k | 235.45 |
