Anabranch Capital Management as of Sept. 30, 2023
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 24.9 | $34M | 378k | 90.00 | |
| TransDigm Group Incorporated (TDG) | 24.4 | $33M | 40k | 843.13 | |
| Microsoft Corporation (MSFT) | 15.5 | $21M | 67k | 315.75 | |
| Tempur-Pedic International (TPX) | 14.5 | $20M | 459k | 43.34 | |
| New York Times Cl A (NYT) | 10.1 | $14M | 336k | 41.20 | |
| Carvana Cl A (CVNA) | 5.8 | $7.9M | 187k | 41.98 | |
| Hilton Worldwide Holdings (HLT) | 4.8 | $6.5M | 44k | 150.18 |
