Anabranch Capital Management as of Dec. 31, 2025
Portfolio 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 | |
| Carvana Cl A (CVNA) | 23.3 | $35M | 82k | 422.02 | |
| Tempur-Pedic International (SGI) | 18.3 | $27M | 305k | 89.28 | |
| Hilton Worldwide Holdings (HLT) | 17.0 | $25M | 88k | 287.25 | |
| Guidewire Software (GWRE) | 16.8 | $25M | 125k | 201.01 |
