Anabranch Capital Management as of June 30, 2023
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 28.4 | $39M | 43k | 894.17 | |
| Guidewire Software (GWRE) | 21.1 | $29M | 378k | 76.08 | |
| Microsoft Corporation (MSFT) | 20.1 | $27M | 80k | 340.54 | |
| Tempur-Pedic International (TPX) | 12.4 | $17M | 422k | 40.07 | |
| New York Times Cl A (NYT) | 9.7 | $13M | 336k | 39.38 | |
| Hilton Worldwide Holdings (HLT) | 4.7 | $6.3M | 44k | 145.55 | |
| Carvana Cl A (CVNA) | 3.6 | $4.9M | 187k | 25.92 |
