Filed: 2/17/2026ACC: 0001420506-26-000459
📋 What this filing means
ANABRANCH CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $148.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$148.80M
Total AUM (reported)
627.11K
Total Shares
Allocation by class
COM$114.18M76.7%
CL A$34.62M23.3%
Portfolio Concentration
Top 3$98.49M66.2%
4–10$50.31M33.8%
Top 3 weight
66.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 627.11K
Sole
Full voting authority
627.11K
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
TRANSDIGM GROUP INC
SOLEShares27.55K
TypeSH
Market value$36.64M
24.63%
Sole
27.55K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares82.03K
TypeSH
Market value$34.62M
23.26%
Sole
82.03K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares304.96K
TypeSH
Market value$27.23M
18.30%
Sole
304.96K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares87.92K
TypeSH
Market value$25.26M
16.97%
Sole
87.92K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares124.64K
TypeSH
Market value$25.05M
16.84%
Sole
124.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCSOLE | COM | 27.55K | SH | $36.64M 24.63% | 27.55K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 82.03K | SH | $34.62M 23.26% | 82.03K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 304.96K | SH | $27.23M 18.30% | 304.96K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 87.92K | SH | $25.26M 16.97% | 87.92K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 124.64K | SH | $25.05M 16.84% | 124.64K | 0.00 | 0.00 |