Anabranch Capital Management, LP - Q42025 Holdings

Anabranch Capital Management, LP holds 5 stocks with a total portfolio value of $ 148.8M as of Q42025. In Q42025, Anabranch Capital Management, LP added 0 new positions, increased stakes in 1 stock, reduced 3 holdings, and fully exited 1 position. The largest holding is Transdigm Group Inc (TDG), representing 24.63% of the total portfolio.