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Anabranch Capital Management, LP

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13F filer, CIK 1822480, STAMFORD, CT

Anabranch Capital Management, LP reported $114,881,942 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001420506-26-001063

Period
2026-03-31
Reported value
$115M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+14,093$4.43M
GWREadded+5,052$756K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-5,787-$6.71M
HLTreduced-19,603-$5.96M
SGIreduced-44,360-$3.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR/A 0001420506-26-001063, largest first. % of portfolio is the value over $114,881,942, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,260 shares; 2024Q4: 120,260 shares; 2025Q1: 116,870 shares; 2025Q2: 109,255 shares; 2025Q3: 110,441 shares; 2025Q4: 82,028 shares; 2026Q1: 96,121 shares 96,121$30.2M26.3%+14,093Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,793 shares; 2024Q4: 22,673 shares; 2025Q1: 21,419 shares; 2025Q2: 21,419 shares; 2025Q3: 27,555 shares; 2025Q4: 27,555 shares; 2026Q1: 21,768 shares 21,768$25.2M21.96%-5,787Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,158 shares; 2024Q4: 88,881 shares; 2025Q1: 99,523 shares; 2025Q2: 165,075 shares; 2025Q3: 104,216 shares; 2025Q4: 87,922 shares; 2026Q1: 68,319 shares 68,319$20.8M18.08%-19,603Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,898 shares; 2024Q4: 172,898 shares; 2025Q1: 80,021 shares; 2025Q2: 33,093 shares; 2025Q3: 33,093 shares; 2025Q4: 124,645 shares; 2026Q1: 129,697 shares 129,697$19.4M16.88%+5,052Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,291 shares; 2024Q4: 401,257 shares; 2025Q1: 555,373 shares; 2025Q2: 455,287 shares; 2025Q3: 330,987 shares; 2025Q4: 304,956 shares; 2026Q1: 260,596 shares 260,596$19.3M16.77%-44,360Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001020 superseded2026-05-15acceptance time not in the bulk data set
13F-HR/A 0001420506-26-001063 baserestatement2026-05-15acceptance time not in the bulk data set