Anabranch Capital Management as of March 31, 2023
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 26.2 | $32M | 43k | 737.05 | |
| Guidewire Software (GWRE) | 24.6 | $30M | 366k | 82.05 | |
| Microsoft Corporation (MSFT) | 19.0 | $23M | 80k | 288.30 | |
| Tempur-Pedic International (TPX) | 13.7 | $17M | 422k | 39.49 | |
| New York Times Cl A (NYT) | 10.7 | $13M | 336k | 38.88 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $5.3M | 38k | 140.87 | |
| Carvana Cl A (CVNA) | 1.5 | $1.8M | 187k | 9.79 |
