Anabranch Capital Management as of June 30, 2022
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.1 | $23M | 43k | 536.67 | |
| Guidewire Software (GWRE) | 24.1 | $23M | 327k | 70.99 | |
| Microsoft Corporation (MSFT) | 19.1 | $18M | 72k | 256.83 | |
| Tempur-Pedic International (SGI) | 11.9 | $12M | 537k | 21.37 | |
| New York Times Cl A (NYT) | 9.3 | $9.0M | 321k | 27.90 | |
| MercadoLibre (MELI) | 6.3 | $6.1M | 9.6k | 636.86 | |
| Carvana Cl A (CVNA) | 5.0 | $4.8M | 215k | 22.58 |
