13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001431
Total Value
$167.9M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 288,167 | $39.7M | 23.66% |
| 2 | TRANSDIGM GROUP INC | TDG | 30,793 | $39.3M | 23.43% |
| 3 | MICROSOFT CORP | MSFT | 55,227 | $24.7M | 14.70% |
| 4 | TEMPUR SEALY INTL INC | SGI | 371,241 | $17.6M | 10.47% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 75,192 | $16.4M | 9.77% |
| 6 | NEW YORK TIMES CO | NYT | 302,947 | $15.5M | 9.24% |
| 7 | CARVANA CO | CVNA | 113,940 | $14.7M | 8.73% |