DOSSIER · 13F-HR · Q2 2026
Anabranch Capital Management, LP
$131M in tracked AUM across 5 positions as of Q2 2026.
AC
CIK 0001822480 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Anabranch Capital Management, LP reported a significant contraction in assets under management (AUM) for the quarter ending September 30, 2025. The total portfolio value plummeted by 62.6%, decreasing from $167.45 million in the previous quarter to $62.56 million. This drastic reduction coincides with a streamlined investment focus, as the firm reduced the total number of holdings from six to three. The portfolio is currently characterized by an exceptionally high con...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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