Q1 2024 · 13F-HR
Anabranch Capital Management, LPholdings as filed
Filed 2024-05-15 · accession 0001420506-24-000889
$171.6M
Reported value
7
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $42.4M | 24.7% | 34,419 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $38.7M | 22.6% | 331,568 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $27.8M | 16.2% | 489,308 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $20.4M | 11.9% | 48,475 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $14.5M | 8.45% | 335,588 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $14.1M | 8.23% | 160,635 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $13.7M | 7.96% | 63,996 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.