Q4 2024 · 13F-HR
Anabranch Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000434
$167.1M
Reported value
8
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $29.1M | 17.4% | 172,898 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $28.7M | 17.2% | 22,673 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $26.1M | 15.6% | 61,948 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $24.5M | 14.6% | 120,260 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $22.7M | 13.6% | 401,257 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $22.0M | 13.1% | 88,881 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $10.7M | 6.40% | 205,352 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $3.3M | 1.96% | 48,180 | 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.