13F HOLDINGS REPORT (Amended)
Anabranch Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000444
Total Value
$167.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 172,898 | $29.1M | 17.44% |
| 2 | TRANSDIGM GROUP INC | TDG | 22,673 | $28.7M | 17.19% |
| 3 | MICROSOFT CORP | MSFT | 61,948 | $26.1M | 15.62% |
| 4 | CARVANA CO | CVNA | 120,260 | $24.5M | 14.63% |
| 5 | TEMPUR SEALY INTL INC | SGI | 401,257 | $22.7M | 13.61% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 88,881 | $22.0M | 13.14% |
| 7 | NEW YORK TIMES CO | NYT | 205,352 | $10.7M | 6.40% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 48,180 | $3.3M | 1.96% |