Anabranch Capital Management, Lp Top Holdings and 13F Report (2025) About Anabranch Capital Management, LpInvestment ActivityAnabranch Capital Management, Lp has $154.58 million in total holdings as of March 31, 2025.Anabranch Capital Management, Lp owns shares of 7 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 13.74% of the portfolio was purchased this quarter.About 23.96% of the portfolio was sold this quarter.This quarter, Anabranch Capital Management, Lp has purchased 8 new stocks and bought additional shares in 3 stocks.Anabranch Capital Management, Lp sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Tempur Sealy International $33,255,735TransDigm Group $29,628,689Carvana $24,435,180Hilton Worldwide $22,646,459Microsoft $16,752,154 Largest Purchases this Quarter LIBERTY MEDIA CORP DEL 140,689 shares (about $9.59M)Tempur Sealy International 154,116 shares (about $9.23M)Hilton Worldwide 10,642 shares (about $2.42M) Largest Sales this Quarter Guidewire Software 92,877 shares (about $17.40M)Microsoft 17,322 shares (about $6.50M)TransDigm Group 1,254 shares (about $1.73M)Carvana 3,390 shares (about $708.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAnabranch Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPXTempur Sealy International$33,255,735$9,228,466 ▲38.4%555,37321.5%Retail/WholesaleTDGTransDigm Group$29,628,689$1,734,646 ▼-5.5%21,41919.2%AerospaceCVNACarvana$24,435,180$708,781 ▼-2.8%116,87015.8%Retail/WholesaleHLTHilton Worldwide$22,646,459$2,421,587 ▲12.0%99,52314.7%Consumer DiscretionaryMSFTMicrosoft$16,752,154$6,502,506 ▼-28.0%44,62610.8%Computer and TechnologyGWREGuidewire Software$14,992,735$17,401,435 ▼-53.7%80,0219.7%Computer and TechnologyLIBERTY MEDIA CORP DEL$12,869,534$9,586,549 ▲292.0%188,8698.3%COM LBTY LIV S CNYTNew York Times$0$10,688,572 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
