Anabranch Capital Management as of Sept. 30, 2022
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.4 | $23M | 43k | 524.83 | |
| Guidewire Software (GWRE) | 21.6 | $20M | 327k | 61.58 | |
| Microsoft Corporation (MSFT) | 19.3 | $18M | 77k | 232.90 | |
| Tempur-Pedic International (TPX) | 13.9 | $13M | 537k | 24.14 | |
| New York Times Cl A (NYT) | 8.2 | $7.6M | 265k | 28.75 | |
| MercadoLibre (MELI) | 7.2 | $6.7M | 8.1k | 827.78 | |
| Carvana Cl A (CVNA) | 4.1 | $3.8M | 187k | 20.30 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $1.3M | 10k | 120.66 |
