Vault-13

Anabranch Capital Management, LP

STAMFORD, CT · CIK 1822480 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

As an employer

$130.9m reported value +13.9% vs Q1 2026
5positions
100.0%in top 10
0 new 3 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CARVANA CO CL A CVNA CVNA 698,029 $45.9m35.10% 35.10% AddedShares held: Q3 2025 552.2k, Q4 2025 410.1k, Q1 2026 480.6k, Q2 2026 698.0k +217.4k +217,424 45.2%
2 TRANSDIGM GROUP INC COM TDG TDG 23,588 $31.4m24.00% 24.00% AddedShares held: Q3 2025 27.6k, Q4 2025 27.6k, Q1 2026 21.8k, Q2 2026 23.6k +1.8k +1,820 8.4%
3 SOMNIGROUP INTERNATIONAL INC COM SGI SGI 290,501 $22.8m17.40% 17.40% AddedShares held: Q3 2025 331.0k, Q4 2025 305.0k, Q1 2026 260.6k, Q2 2026 290.5k +29.9k +29,905 11.5%
4 GUIDEWIRE SOFTWARE INC COM GWRE GWRE 129,697 $16.0m12.19% 12.19% UnchangedShares held: Q3 2025 33.1k, Q4 2025 124.6k, Q1 2026 129.7k, Q2 2026 129.7k
5 HILTON WORLDWIDE HLDGS INC COM HLT HLT 44,775 $14.8m11.30% 11.30% ReducedShares held: Q3 2025 104.2k, Q4 2025 87.9k, Q1 2026 68.3k, Q2 2026 44.8k -23.5k -23,544 -34.5%