13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000889
Total Value
$171.6M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 34,419 | $42.4M | 24.71% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 331,568 | $38.7M | 22.56% |
| 3 | TEMPUR SEALY INTL INC | SGI | 489,308 | $27.8M | 16.21% |
| 4 | MICROSOFT CORP | MSFT | 48,475 | $20.4M | 11.89% |
| 5 | NEW YORK TIMES CO | NYT | 335,588 | $14.5M | 8.45% |
| 6 | CARVANA CO | CVNA | 160,635 | $14.1M | 8.23% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 63,996 | $13.7M | 7.96% |