StockDriftsStockDriftsTop 4 Anabranch Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 26.3% | 96.1K | $30.2M | +17.18%(+14.09K) | $198.06(-66.09%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 21.96% | 21.8K | $25.2M | -21.00%(-5.79K) | $752.47(+52.69%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 18.08% | 68.3K | $20.8M | -22.30%(-19.60K) | $201.82(+56.66%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 16.77% | 260.6K | $19.3M | -14.55%(-44.36K) | $49.79(+25.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.73% | +128.61% |
| Top 20 Holdings Unweighted | +44.26% | +200.24% |
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