Anabranch Capital Management as of Sept. 30, 2021
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 8 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 21.5 | $38M | 760k | 49.27 | |
| Guidewire Software (GWRE) | 21.4 | $37M | 313k | 118.87 | |
| TransDigm Group Incorporated (TDG) | 20.9 | $37M | 58k | 624.57 | |
| Carvana Cl A (CVNA) | 10.9 | $19M | 63k | 301.54 | |
| Liberty Media Corp Del Com Ser C Frmla | 9.5 | $17M | 323k | 51.41 | |
| MercadoLibre (MELI) | 8.8 | $15M | 9.1k | 1679.43 | |
| Tempur-Pedic International (TPX) | 3.7 | $6.5M | 140k | 46.41 | |
| Microsoft Corporation (MSFT) | 3.2 | $5.6M | 20k | 281.92 |
