Anabranch Capital Management as of March 31, 2025
Portfolio Holdings for Anabranch Capital Management
Anabranch Capital Management holds 7 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tempur-Pedic International (SGI) | 21.5 | $33M | 555k | 59.88 | |
| TransDigm Group Incorporated (TDG) | 19.2 | $30M | 21k | 1383.29 | |
| Carvana Cl A (CVNA) | 15.8 | $24M | 117k | 209.08 | |
| Hilton Worldwide Holdings (HLT) | 14.7 | $23M | 100k | 227.55 | |
| Microsoft Corporation (MSFT) | 10.8 | $17M | 45k | 375.39 | |
| Guidewire Software (GWRE) | 9.7 | $15M | 80k | 187.36 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 8.3 | $13M | 189k | 68.14 |
