Anabranch Capital Management as of Dec. 31, 2024
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 8 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 17.4 | $29M | 173k | 168.58 | |
| TransDigm Group Incorporated (TDG) | 17.2 | $29M | 23k | 1267.28 | |
| Microsoft Corporation (MSFT) | 15.6 | $26M | 62k | 421.50 | |
| Carvana Cl A (CVNA) | 14.6 | $25M | 120k | 203.36 | |
| Tempur-Pedic International (SGI) | 13.6 | $23M | 401k | 56.69 | |
| Hilton Worldwide Holdings (HLT) | 13.1 | $22M | 89k | 247.16 | |
| New York Times Cl A (NYT) | 6.4 | $11M | 205k | 52.05 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 2.0 | $3.3M | 48k | 68.06 |
