Anabranch Capital Management, LP Portfolio Holdings by Sector
Anabranch Capital Management, LP
- $147 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Lodging | Consumer Cyclical
HLT 1 stocks |
$43,966
29.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$36,814
24.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$32,570
22.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$26,224
17.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
GWRE 1 stocks |
$7,791
5.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|