Anabranch Capital Management as of Dec. 31, 2023
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 26.2 | $41M | 378k | 109.04 | |
| TransDigm Group Incorporated (TDG) | 22.1 | $35M | 34k | 1011.60 | |
| Tempur-Pedic International (TPX) | 15.9 | $25M | 489k | 50.97 | |
| Microsoft Corporation (MSFT) | 11.6 | $18M | 49k | 376.04 | |
| New York Times Cl A (NYT) | 10.5 | $16M | 336k | 48.99 | |
| Hilton Worldwide Holdings (HLT) | 7.4 | $12M | 64k | 182.09 | |
| Carvana Cl A (CVNA) | 6.3 | $9.9M | 187k | 52.94 |
