Anabranch Capital Management, LP

CIK

1822480

City

STAMFORD

State / Country

Stock

SGI — Somnigroup International Inc.

Top Portfolio Positions

5 positions · $114,881,940 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

22 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,263,256	260,596	-14.5%	Shares	Sole	2026-05-15
2025-12-31	$27,226,471	304,956	-7.9%	Shares	Sole	2026-02-17
2025-09-30	$27,912,133	330,987	-27.3%	Shares	Sole	2025-11-14
2025-06-30	$30,982,280	455,287	-18.0%	Shares	Sole	2025-08-14
2025-03-31	$33,255,735	555,373	+38.4%	Shares	Sole	2025-05-15
2024-12-31	$22,747,259	401,257	+42.6%	Shares	Sole	2025-02-14
2024-09-30	$15,358,488	281,291	-24.2%	Shares	Sole	2024-11-14
2024-06-30	$17,574,548	371,241	-24.1%	Shares	Sole	2024-08-14
2024-03-31	$27,802,480	489,308	0.0%	Shares	Sole	2024-05-15
2023-12-31	$24,940,028	489,308	+6.7%	Shares	Sole	2024-02-14
2023-09-30	$19,882,528	458,757	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$16,927,411	422,446	0.0%	Shares	Sole	2023-08-14
2023-03-31	$16,682,392	422,446	-9.1%	Shares	Sole	2023-05-15
2022-12-31	$15,948,997	464,579	-13.5%	Shares	Sole	2023-02-14
2022-09-30	$12,966,921	537,155	0.0%	Shares	Sole	2022-11-14
2022-06-30	$11,479,002	537,155	-15.6%	Shares	Sole	2022-08-15
2022-03-31	$17,771,498	636,515	+59.9%	Shares	Sole	2022-05-16
2021-12-31	$18,715,729	397,953	+185.3%	Shares	Sole	2022-02-14
2021-09-30	$6,472,756	139,469	—	Shares	Sole	2021-11-15
No 13F history on record for this holder in this stock.