Anabranch Capital Management as of Sept. 30, 2025
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.2 | $42M | 110k | 377.24 | |
| TransDigm Group Incorporated (TDG) | 22.9 | $36M | 28k | 1318.02 | |
| Tempur-Pedic International (SGI) | 17.6 | $28M | 331k | 84.33 | |
| Hilton Worldwide Holdings (HLT) | 17.0 | $27M | 104k | 259.44 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 11.5 | $18M | 189k | 96.97 | |
| Guidewire Software (GWRE) | 4.8 | $7.6M | 33k | 229.86 |
