13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002062
Total Value
$136.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 378,034 | $34.0M | 24.88% |
| 2 | TRANSDIGM GROUP INC | TDG | 39,603 | $33.4M | 24.42% |
| 3 | MICROSOFT CORP | MSFT | 67,256 | $21.2M | 15.53% |
| 4 | TEMPUR SEALY INTL INC | SGI | 458,757 | $19.9M | 14.54% |
| 5 | NEW YORK TIMES CO | NYT | 335,588 | $13.8M | 10.11% |
| 6 | CARVANA CO | CVNA | 187,350 | $7.9M | 5.75% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 43,504 | $6.5M | 4.78% |