Anabranch Capital Management as of June 30, 2024
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 23.7 | $40M | 288k | 137.89 | |
| TransDigm Group Incorporated (TDG) | 23.4 | $39M | 31k | 1277.61 | |
| Microsoft Corporation (MSFT) | 14.7 | $25M | 55k | 446.95 | |
| Tempur-Pedic International (SGI) | 10.5 | $18M | 371k | 47.34 | |
| Hilton Worldwide Holdings (HLT) | 9.8 | $16M | 75k | 218.20 | |
| New York Times Cl A (NYT) | 9.2 | $16M | 303k | 51.21 | |
| Carvana Cl A (CVNA) | 8.7 | $15M | 114k | 128.72 |
