Anabranch Capital Management as of June 30, 2021
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 6 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.6 | $40M | 62k | 647.29 | |
| Guidewire Software (GWRE) | 21.8 | $35M | 313k | 112.72 | |
| New York Times Cl A (NYT) | 20.3 | $33M | 756k | 43.55 | |
| Carvana Cl A (CVNA) | 11.7 | $19M | 63k | 301.82 | |
| Liberty Media Corp Del Com Ser C Frmla | 11.3 | $18M | 380k | 48.21 | |
| MercadoLibre (MELI) | 10.3 | $17M | 11k | 1557.75 |
