Anabranch Capital Management, LP
Net buyer this quarter
$131M
5
+$11.3M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $45.9M | 35.10% | Not reported | +45.2% | Q1 2021 |
 TDG | $31.4M | 24.00% | 0.04% | +8.4% | Q4 2020 |
 SGI | $22.8M | 17.40% | 0.14% | +11.5% | Q3 2021 |
 GWRE | $16M | 12.19% | 0.16% | Not reported | Q4 2020 |
 HLT | $14.8M | 11.30% | 0.02% | -34.5% | Q3 2022 |
| Q1 2026 | |||||
| CVNA | $30.2M | 26.30% | Not reported | +17.2% | Q1 2021 |
| TDG | $25.2M | 21.96% | 0.04% | -21.0% | Q4 2020 |
| HLT | $20.8M | 18.08% | 0.03% | -22.3% | Q3 2022 |
| GWRE | $19.4M | 16.88% | 0.15% | +4.1% | Q4 2020 |
| SGI | $19.3M | 16.77% | 0.12% | -14.6% | Q3 2021 |
| Q4 2025 | |||||
| TDG | $36.6M | 24.63% | 0.05% | Not reported | Q4 2020 |
| CVNA | $34.6M | 23.26% | Not reported | -25.7% | Q1 2021 |
| SGI | $27.2M | 18.30% | 0.15% | -7.9% | Q3 2021 |
| HLT | $25.3M | 16.97% | 0.04% | -15.6% | Q3 2022 |
| GWRE | $25.1M | 16.84% | 0.15% | +276.7% | Q4 2020 |
| Q3 2025 | |||||
| CVNA | $41.7M | 26.23% | Not reported | +1.1% | Q1 2021 |
| TDG | $36.3M | 22.86% | 0.05% | +28.7% | Q4 2020 |
| SGI | $27.9M | 17.57% | 0.16% | -27.3% | Q3 2021 |
| HLT | $27M | 17.02% | 0.04% | -36.9% | Q3 2022 |
 LLYVK | $18.3M | 11.53% | Not reported | Not reported | Q4 2024 |
| GWRE | $7.61M | 4.79% | 0.04% | Not reported | Q4 2020 |