Anabranch Capital Management as of Dec. 31, 2022
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 25.9 | $27M | 43k | 629.65 | |
| Microsoft Corporation (MSFT) | 19.8 | $21M | 87k | 239.82 | |
| Guidewire Software (GWRE) | 19.7 | $21M | 330k | 62.56 | |
| Tempur-Pedic International (TPX) | 15.2 | $16M | 465k | 34.33 | |
| New York Times Cl A (NYT) | 10.4 | $11M | 336k | 32.46 | |
| MercadoLibre (MELI) | 6.5 | $6.8M | 8.1k | 846.24 | |
| Hilton Worldwide Holdings (HLT) | 1.6 | $1.7M | 14k | 126.36 | |
| Carvana Cl A (CVNA) | 0.8 | $888k | 187k | 4.74 |
