13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001087
Total Value
$121.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 43,256 | $31.9M | 26.15% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 365,831 | $30.0M | 24.62% |
| 3 | MICROSOFT CORP | MSFT | 80,256 | $23.1M | 18.98% |
| 4 | TEMPUR SEALY INTL INC | SGI | 422,446 | $16.7M | 13.69% |
| 5 | NEW YORK TIMES CO | NYT | 335,588 | $13.0M | 10.70% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 37,616 | $5.3M | 4.35% |
| 7 | CARVANA CO | CVNA | 187,350 | $1.8M | 1.50% |