Anabranch Capital Management as of March 31, 2024
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.7 | $42M | 34k | 1231.60 | |
| Guidewire Software (GWRE) | 22.6 | $39M | 332k | 116.71 | |
| Tempur-Pedic International (TPX) | 16.2 | $28M | 489k | 56.82 | |
| Microsoft Corporation (MSFT) | 11.9 | $20M | 49k | 420.72 | |
| New York Times Cl A (NYT) | 8.5 | $15M | 336k | 43.22 | |
| Carvana Cl A (CVNA) | 8.2 | $14M | 161k | 87.91 | |
| Hilton Worldwide Holdings (HLT) | 8.0 | $14M | 64k | 213.31 |
