Anabranch Capital Management as of Dec. 31, 2020
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 6 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Guidewire Software (GWRE) | 23.8 | $39M | 301k | 128.73 | |
New York Times Cl A (NYT) | 21.0 | $34M | 660k | 51.77 | |
TransDigm Group Incorporated (TDG) | 19.9 | $32M | 52k | 618.85 | |
MercadoLibre (MELI) | 17.7 | $29M | 17k | 1675.25 | |
Liberty Media Corp Del Com Ser C Frmla | 11.0 | $18M | 421k | 42.60 | |
Autodesk (ADSK) | 6.5 | $11M | 35k | 305.33 |