13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001525
Total Value
$136.1M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 43,256 | $38.7M | 28.42% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 378,034 | $28.8M | 21.13% |
| 3 | MICROSOFT CORP | MSFT | 80,256 | $27.3M | 20.08% |
| 4 | TEMPUR SEALY INTL INC | SGI | 422,446 | $16.9M | 12.44% |
| 5 | NEW YORK TIMES CO | NYT | 335,588 | $13.2M | 9.71% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 43,504 | $6.3M | 4.65% |
| 7 | CARVANA CO | CVNA | 187,350 | $4.9M | 3.57% |