Anabranch Capital Management, LP - Q12026 Holdings

Anabranch Capital Management, LP holds 5 stocks with a total portfolio value of $ 114.88M as of Q12026. In Q12026, Anabranch Capital Management, LP added 0 new positions, increased stakes in 2 stocks, reduced 3 holdings, and fully exited 0 positions. The largest holding is Carvana Co (CVNA), representing 26.30% of the total portfolio.