Anabranch Capital Management as of Dec. 31, 2021
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 22.6 | $40M | 826k | 48.30 | |
| Guidewire Software (GWRE) | 21.8 | $39M | 339k | 113.53 | |
| TransDigm Group Incorporated (TDG) | 21.1 | $37M | 58k | 636.27 | |
| Tempur-Pedic International (TPX) | 10.6 | $19M | 398k | 47.03 | |
| Carvana Cl A (CVNA) | 10.6 | $19M | 80k | 231.79 | |
| MercadoLibre (MELI) | 8.2 | $15M | 11k | 1348.37 | |
| Microsoft Corporation (MSFT) | 5.1 | $9.0M | 27k | 336.31 |
