Anabranch Capital Management as of March 31, 2021
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 6 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 25.4 | $35M | 60k | 587.92 | |
| New York Times Cl A (NYT) | 24.5 | $34M | 670k | 50.62 | |
| Guidewire Software (GWRE) | 22.1 | $31M | 301k | 101.63 | |
| Liberty Media Corp Del Com Ser C Frmla | 10.4 | $14M | 331k | 43.29 | |
| MercadoLibre (MELI) | 9.4 | $13M | 8.8k | 1472.16 | |
| Carvana Cl A (CVNA) | 8.3 | $11M | 44k | 262.39 |
