13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000505
Total Value
$105.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 43,256 | $27.2M | 25.95% |
| 2 | MICROSOFT CORP | MSFT | 86,627 | $20.8M | 19.79% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 330,436 | $20.7M | 19.70% |
| 4 | TEMPUR SEALY INTL INC | SGI | 464,579 | $15.9M | 15.20% |
| 5 | NEW YORK TIMES CO | NYT | 335,588 | $10.9M | 10.38% |
| 6 | MERCADOLIBRE INC | MELI | 8,071 | $6.8M | 6.51% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 13,583 | $1.7M | 1.64% |
| 8 | CARVANA CO | CVNA | 187,350 | $888,039 | 0.85% |