Anabranch Capital Management, LP holds a concentrated book of 5 stocks worth $130.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Hilton Worldwide Holdings In. Their largest long position is Carvana Co at 35% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Anabranch Capital Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Linonia Partnership LP | 3 / 5 | $1.8B |
| Goodnow Investment Group, LLC | 3 / 5 | $293.7M |
| Hudson Way Capital Management LLC | 4 / 5 | $294.4M |
| Altarock Partners LP | 2 / 5 | $1.2B |
| Oakcliff Capital Partners, LP | 2 / 5 | $51.7M |
| Darsana Capital Partners LP | 2 / 5 | $794.5M |
| Shelter Rock Management, LLC | 2 / 5 | $15.7M |
| Windacre Partnership LLC | 2 / 5 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Anabranch Capital Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carvana Co CL A | $45.9M | 698.0K | 35.1% | ▲+626% Added · +602K sh | |
| 2 | Transdigm Group Inc COM | $31.4M | 23.6K | 24.0% | ▲+8.4% Added · +2K sh | |
| 3 | Somnigroup International Inc COM | $22.8M | 290.5K | 17.4% | ▲+11% Added · +30K sh | |
| 4 | Guidewire Software Inc COM | $16.0M | 129.7K | 12.2% | —Held | |
| 5 | Hilton Worldwide Hldgs Inc COM | $14.8M | 44.8K | 11.3% | ▼−34% Reduced · −24K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1822480/holdings"
Use Arkolith to show Anabranch Capital Management, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 5 | $130.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 5 | $114.9M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 5 | $148.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 6 | $158.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 6 | $167.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 7 | $154.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 8 | $167.1M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 7 | $170.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 7 | $167.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 7 | $171.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 7 | $157.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 7 | $136.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 7 | $136.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 7 | $121.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 8 | $105.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 8 | $93.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 7 | $96.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 7 | $145.6M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 7 | $176.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 8 | $174.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 6 | $162.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 6 | $138.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.