Investor Details
| Filer Name: | ANABRANCH CAPITAL MANAGEMENT, LP |
|---|---|
| CIK: | 1822480 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 8 |
| Portfolio Value: | $0.17B |
Anabranch Capital Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GWRE | US | GUIDEWIRE SOFTWARE INC | 172,898 | $29M | 17.44% | - | - |
| TDG | US | TRANSDIGM GROUP INC | 22,673 | $29M | 17.19% | -26.4% | - |
| MSFT | US | MICROSOFT CORP | 61,948 | $26M | 15.62% | -6.8% | - |
| CVNA | US | CARVANA CO | 120,260 | $24M | 14.63% | - | - |
| TPX | US | TEMPUR SEALY INTERNATIONAL I | 401,257 | $23M | 13.61% | 42.6% | - |
| HLT | US | HILTON WORLDWIDE HOLDINGS IN | 88,881 | $22M | 13.14% | 10.9% | - |
| NYT | US | NEW YORK TIMES CO-A | 205,352 | $11M | 6.40% | - | - |
| FWONK | US | LIBERTY MEDIA CORP-LIB-NEW-C | 48,180 | $3M | 1.96% | 100.0% | - |