ANABRANCH CAPITAL MANAGEMENT, LP 13F Portfolio
ANABRANCH CAPITAL MANAGEMENT, LP runs ANABRANCH CAPITAL MANAGEMENT, LP and currently holds 5 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $130.90M. Their top holdings are CVNA, TDG, SGI, GWRE, HLT. The top five represent 100.0% of reported portfolio weight. ANABRANCH CAPITAL MANAGEMENT, LP ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 1 position. Their current best-performing preview position is TDG with returns of +14.93%.
Portfolio Value
$130.90M
Alpha Score
62.2
#0 of 1000
Holdings
5
ANABRANCH CAPITAL MANAGEMENT, LP Current 13F Holdings
Reported holdings from ANABRANCH CAPITAL MANAGEMENT, LP's latest SEC 13F filing, ranked by portfolio weight.
5 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CVNA CARVANA CO | 35.10% | $43.36 | $63.73 | +46.98% | Added +626.20% |
 TDG TRANSDIGM GROUP INC | 24.00% | $809.05 | $1,108.27 | +36.98% | Added +8.36% |
 SGI SOMNIGROUP INTERNATIONAL INC | 17.40% | $52.45 | $62.20 | +18.58% | Added +11.48% |
 GWRE GUIDEWIRE SOFTWARE INC | 12.19% | $178.19 | $167.17 | -6.18% | Held |
 HLT HILTON WORLDWIDE HLDGS INC | 11.30% | $213.30 | $326.58 | +53.11% | Trimmed -34.46% |