Anabranch Capital Management, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Anabranch Capital Management, LP reported 7 stock positions worth $171.6 million. Its top holding was Transdigm (TDG) at 24.7% of the portfolio, followed by Guidewire Software (GWRE, 22.6%) and Somnigroup International (SGI, 16.2%). Compared with Q4 2023, it reduced 2. The biggest sale was Guidewire Software (GWRE, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001822480
- Portfolio Value
- $171.6M (Q1 2024)
- SEC Filing
- 0001420506-24-000889 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $171.6M
| TDG Transdigm Group Inc. | 24.71% | 34,419 | $42.4M | No change |
| GWRE Guidewire Software Inc. | 22.56% | 331,568 | $38.7M | Reduce -12.3% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 16.21% | 489,308 | $27.8M | No change |
| MSFT Microsoft Corp. | 11.89% | 48,475 | $20.4M | No change |
| NYT New York Times Co. Class A | 8.45% | 335,588 | $14.5M | No change |
| CVNA Carvana Co. | 8.23% | 160,635 | $14.1M | Reduce -14.3% |
| HLT Hilton Worldwide Holdings Inc. | 7.96% | 63,996 | $13.7M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
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 |