13F HOLDINGS REPORT
Anabranch Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002410
Total Value
$170.4M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 30,793 | $43.9M | 25.79% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 172,898 | $31.6M | 18.56% |
| 3 | MICROSOFT CORP | MSFT | 66,464 | $28.6M | 16.79% |
| 4 | CARVANA CO | CVNA | 120,260 | $20.9M | 12.29% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 80,158 | $18.5M | 10.84% |
| 6 | TEMPUR SEALY INTL INC | SGI | 281,291 | $15.4M | 9.01% |
| 7 | NEW YORK TIMES CO | NYT | 205,352 | $11.4M | 6.71% |