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Anabranch Capital Management, LP

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13F filer, CIK 1822480, STAMFORD, CT

Anabranch Capital Management, LP reported $130,895,270 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001655

Period
2026-06-30
Reported value
$131M
Holdings
5
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+601,908$39.6M
TDGadded+1,820$2.42M
SGIadded+29,905$2.34M

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
HLTreduced-23,544-$7.78M

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, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001655, largest first. % of portfolio is the value over $130,895,270, 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; 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; 2026Q2: 698,029 shares 698,029$45.9M35.1%+601,908Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,588 shares 23,588$31.4M24%+1,820Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 290,501 shares 290,501$22.8M17.4%+29,905Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 129,697 shares 129,697$16M12.19%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,775 shares 44,775$14.8M11.3%-23,544Timeline

How Q2 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 0001420506-26-001655 base2026-08-14acceptance time not in the bulk data set