AC

Anabranch Capital Management, LP

13F
Anabranch Capital Management, LP
Last update 2025-05-15 7 Stocks (0 new)
Value $155.00 Mil Turnover 14 %
Countries:
Anabranch Capital Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGI
Somnigroup International Inc
555,373
33,255.7
+38.41%
21.510
+5.97%
0.270
+31.92%
+27.06%
14,953.5
Furnishings, Fixtures & Appliances
TDG
TransDigm Group Inc
21,419
29,628.7
-5.53%
19.170
-0.95%
0.040
+24.22%
+20.74%
85,941.3
Aerospace & Defense
CVNA
Carvana Co
116,870
24,435.2
-2.82%
15.810
-0.41%
0.090
+96.19%
+70.10%
46,707.3
Vehicles & Parts
HLT
Hilton Worldwide Holdings Inc
99,523
22,646.5
+11.97%
14.650
+1.57%
0.040
+35.69%
+10.57%
64,882.5
Travel & Leisure
MSFT
Microsoft Corp
44,626
16,752.2
-27.96%
10.840
-4.37%
0.000
+40.32%
+18.28%
3,691,149.9
Software
GWRE
Guidewire Software Inc
80,021
14,992.7
-53.72%
9.700
-9.37%
0.100
+33.38%
+36.67%
19,397.7
Software
LLYVK
Liberty Live Group
188,869
12,869.5
+292.01%
8.330
+6.21%
0.210
+25.03%
+14.78%
7,171.8
Media - Diversified
NYT
New York Times Co
0
0
Sold Out
0.000
-6.40%
0.000
+24.33%
+9.04%
9,197.6
Media - Diversified

Anabranch Capital Management, LP's Historical Top Holdings Breakdowns

Anabranch Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GWRE
Guidewire Software Inc
2025-03-31
Reduce
Reduce
-9.37%
â—Ź
166.74 ($194.38) 218.22
$230.39
18.53%
Reduce -53.72%
80,021
-92,877
NYT
New York Times Co
2025-03-31
Sold Out
Sold Out
-6.40%
â—Ź
46.9 ($50.27) 55.89
$56.41
12.21%
Sold Out
0
-205,352
LLYVK
Liberty Live Group
2025-03-31
Add
Add
+6.21%
â—Ź
62.79 ($71.34) 80.35
$78.12
9.50%
Add 292.01%
188,869
140,689
SGI
Somnigroup International Inc
2025-03-31
Add
Add
+5.97%
â—Ź
54.94 ($60.52) 69.15
$71.69
18.46%
Add 38.41%
555,373
154,116
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-4.37%
â—Ź
375.39 ($407.71) 447.2
$496.62
21.81%
Reduce -27.96%
44,626
-17,322
HLT
Hilton Worldwide Holdings Inc
2025-03-31
Add
Add
+1.57%
â—Ź
221.78 ($249.12) 273.45
$272.96
9.57%
Add 11.97%
99,523
10,642
TDG
TransDigm Group Inc
2025-03-31
Reduce
Reduce
-0.95%
â—Ź
1251.32 ($1333.33) 1394.11
$1,530.10
14.76%
Reduce -5.53%
21,419
-1,254
CVNA
Carvana Co
2025-03-31
Reduce
Reduce
-0.41%
â—Ź
166.52 ($221.24) 285.33
$345.92
56.36%
Reduce -2.82%
116,870
-3,390
TDG
TransDigm Group Inc
2024-12-31
Reduce
Reduce
-6.80%
â—Ź
1239 ($1315.74) 1442.53
$1,530.10
16.29%
Reduce -26.37%
22,673
-8,120
SGI
Tempur Sealy International Inc
2024-12-31
Add
Add
+4.07%
â—Ź
47.66 ($53.34) 57.86
$71.69
34.40%
Add 42.65%
401,257
119,966

Anabranch Capital Management, LP Total Holding History ($B)

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Anabranch Capital Management, LP's Asset Allocation

To

Anabranch Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Anabranch Capital Management, LP's Hypothetical Growth since 2025-03-31

Anabranch Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Anabranch Capital Management, LP's Holdings Heat Map

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Anabranch Capital Management, LP News

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