Anabranch Capital Management, LP Portfolio Holdings

Anabranch Capital Management, LP

  • $147 Million
  • Q2 2025

Anabranch Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hilton Worldwide Holdings Inc. with a value of $44M, Carvana Co. with a value of $36.8M, Trans Digm Group Inc with a value of $32.6M, Tempur Sealy International, Inc. with a value of $26.2M, and Guidewire Software, Inc. with a value of $7.79M.

Examining the 13F form we can see an increase of $6.92M in the current position value, from $140M to 147M.

Anabranch Capital Management, LP is based out at New York, NY

Below you can find more details about Anabranch Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Consumer Cyclical: $107 Million
Industrials: $32.6 Million
Technology: $7.79 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.7B
$44 Million 29.83% of portfolio
165,075
Q2 2025 Added 65.87%
$29.2B
$36.8 Million 24.98% of portfolio
109,255
Q2 2025 Reduced 6.52%
$76.5B
$32.6 Million 22.1% of portfolio
21,419
Q1 2025 Reduced 5.53%
$17.5B
$7.79 Million 5.29% of portfolio
33,093
Q2 2025 Reduced 58.64%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $147 Million
  • Prior Value $140 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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