Anabranch Capital Management as of Sept. 30, 2024
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 25.8 | $44M | 31k | 1427.13 | |
| Guidewire Software (GWRE) | 18.6 | $32M | 173k | 182.94 | |
| Microsoft Corporation (MSFT) | 16.8 | $29M | 67k | 430.30 | |
| Carvana Cl A (CVNA) | 12.3 | $21M | 120k | 174.11 | |
| Hilton Worldwide Holdings (HLT) | 10.8 | $19M | 80k | 230.50 | |
| Tempur-Pedic International (SGI) | 9.0 | $15M | 281k | 54.60 | |
| New York Times Cl A (NYT) | 6.7 | $11M | 205k | 55.67 |
