Anabranch Capital Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Anabranch Capital Management, LP reported 5 stock positions worth $130.9 million. Its top holding was Carvana (CVNA) at 35.1% of the portfolio, followed by Transdigm (TDG, 24.0%) and Somnigroup International (SGI, 17.4%). Compared with Q1 2026, it added to 3 and reduced 1. The biggest buy was Carvana (CVNA, shares +45%) and the biggest sale Hilton Worldwide (HLT, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001822480
- Portfolio Value
- $130.9M (Q2 2026)
- SEC Filing
- 0001420506-26-001655 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $130.9M
| CVNA Carvana Co. | 35.10% | 698,029 | $45.9M | Add +45.2% |
| TDG Transdigm Group Inc. | 24.00% | 23,588 | $31.4M | Add +8.4% |
| SGI Somnigroup International Inc. | 17.40% | 290,501 | $22.8M | Add +11.5% |
| GWRE Guidewire Software Inc. | 12.19% | 129,697 | $16.0M | No change |
| HLT Hilton Worldwide Holdings Inc. | 11.30% | 44,775 | $14.8M | Reduce -34.5% |
Portfolio Sells Q1 2026 → Q2 2026
| HLT Hilton Worldwide Holdings Inc. | Reduce -34.5% | 11.30% | −6.78 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $130.9M | CVNA, TDG, SGI, GWRE, HLT |
| Q1 2026Amended | 5 | $114.9M | CVNA, TDG, HLT, GWRE, SGI |
| Q4 2025 | 5 | $148.8M | TDG, CVNA, SGI, HLT, GWRE |
| Q3 2025 | 6 | $158.9M | CVNA, TDG, SGI, HLT, LLYVK |
| Q2 2025 | 6 | $167.5M | HLT, CVNA, TDG, SGI, LLYVK |
| Q1 2025 | 7 | $154.6M | SGI, TDG, CVNA, HLT, MSFT |
| Q4 2024Amended | 8 | $167.1M | GWRE, TDG, MSFT, CVNA, SGI |
| Q3 2024 | 7 | $170.4M | TDG, GWRE, MSFT, CVNA, HLT |
| Q2 2024 | 7 | $167.9M | GWRE, TDG, MSFT, SGI, HLT |
| Q1 2024 | 7 | $171.6M | TDG, GWRE, SGI, MSFT, NYT |