Anabranch Capital Management as of March 31, 2022
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 22.9 | $33M | 353k | 94.62 | |
| New York Times Cl A (NYT) | 18.4 | $27M | 585k | 45.84 | |
| TransDigm Group Incorporated (TDG) | 17.2 | $25M | 38k | 651.53 | |
| Tempur-Pedic International (TPX) | 12.2 | $18M | 637k | 27.92 | |
| Microsoft Corporation (MSFT) | 12.1 | $18M | 57k | 308.31 | |
| Carvana Cl A (CVNA) | 10.7 | $16M | 130k | 119.29 | |
| MercadoLibre (MELI) | 6.5 | $9.5M | 8.0k | 1189.50 |
