Anabranch Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Anabranch Capital Management, LP | Institutional Filer | ▼ 22.79% | $114.9M | 5 |
Current Portfolio Holdings
Showing all 5 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 96K | $30.2M | 26.30% |
| 2 | TDG | TransDigm Group Incorporated | Industrials | 22K | $25.2M | 21.96% |
| 3 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | 68K | $20.8M | 18.08% |
| 4 | NaN | GUIDEWIRE SOFTWARE INC | — | 130K | $19.4M | 16.88% |
| 5 | SGI | Somnigroup International Inc | Consumer Defensive | 261K | $19.3M | 16.77% |
Showing 1 to 5 of 5 holdings