Filed: 11/14/2025ACC: 0001420506-25-003229
📋 What this filing means
ANABRANCH CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $158.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$158.85M
Total AUM (reported)
795.16K
Total Shares
Allocation by class
COM$98.87M62.2%
CL A$41.66M26.2%
COM LBTY LIV S C$18.31M11.5%
Portfolio Concentration
Top 3$105.89M66.7%
4–10$52.96M33.3%
Top 3 weight
66.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 795.16K
Sole
Full voting authority
795.16K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
CARVANA CO
SOLEShares110.44K
TypeSH
Market value$41.66M
26.23%
Sole
110.44K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares27.55K
TypeSH
Market value$36.32M
22.86%
Sole
27.55K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares330.99K
TypeSH
Market value$27.91M
17.57%
Sole
330.99K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares104.22K
TypeSH
Market value$27.04M
17.02%
Sole
104.22K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares188.87K
TypeSH
Market value$18.31M
11.53%
Sole
188.87K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares33.09K
TypeSH
Market value$7.61M
4.79%
Sole
33.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 110.44K | SH | $41.66M 26.23% | 110.44K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 27.55K | SH | $36.32M 22.86% | 27.55K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 330.99K | SH | $27.91M 17.57% | 330.99K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 104.22K | SH | $27.04M 17.02% | 104.22K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY LIV S C | 188.87K | SH | $18.31M 11.53% | 188.87K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 33.09K | SH | $7.61M 4.79% | 33.09K | 0.00 | 0.00 |