Anabranch Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 0 | 96,121 | +96,121 | 0 | 30,218,520 | 26.30% | +30,218,520 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 0 | 68,319 | +68,319 | 0 | 20,774,442 | 18.08% | +20,774,442 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 0 | 129,697 | +129,697 | 0 | 19,397,483 | 16.88% | +19,397,483 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 0 | 260,596 | +260,596 | 0 | 19,263,256 | 16.77% | +19,263,256 |
| TRANSDIGM GROUP INC(TDG) | 0 | 21,768 | +21,768 | 0 | 25,228,241 | 21.96% | +25,228,241 |