Anabranch Capital Management, LP
Top Portfolio Positions
5 positions ·
$114,881,940 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
96,121 | $30,218,519 | 26.30% | |
| TDG |
TransDigm Group INC
Industrials
|
21,768 | $25,228,241 | 21.96% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
68,319 | $20,774,441 | 18.08% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
129,697 | $19,397,483 | 16.88% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
260,596 | $19,263,256 | 16.77% |
Portfolio Trend
22 quarters · across all stocks
Holdings in GWRE
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,397,483 | 129,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,054,891 | 124,645 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,606,756 | 33,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,791,746 | 33,093 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,992,734 | 80,021 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,147,144 | 172,898 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,629,960 | 172,898 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,735,347 | 288,167 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,697,301 | 331,568 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,220,827 | 378,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,023,060 | 378,034 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,760,826 | 378,034 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,016,433 | 365,831 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,672,076 | 330,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,113,074 | 326,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,186,540 | 326,617 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,357,429 | 352,541 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,510,851 | 339,213 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,216,413 | 313,085 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,290,941 | 313,085 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,566,442 | 300,762 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $38,717,092 | 300,762 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||