News + Filings Holdings
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Anabranch Capital Management, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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TransDigm Group INC
| TDG | Common | 43,256 | 0 | 38,678,218,000 | 6,796,383,000 | 28.42 | 0.08 |
Hist
| 06/30/2023 |
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Guidewire Software, Inc.
| GWRE | COM | 378,034 | 12,203 | 28,760,827,000 | -1,255,607,000 | 21.13 | 0.46 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 80,256 | 0 | 27,330,378,000 | 4,192,573,000 | 20.08 | 0.00 |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 422,446 | 0 | 16,927,411,000 | 245,018,000 | 12.44 | 0.25 |
Hist
| 06/30/2023 |
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NEW YORK TIMES CO
| NYT | CL A | 335,588 | 0 | 13,215,455,000 | 167,794,000 | 9.71 | |
Hist
| 06/30/2023 |
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Hilton Worldwide Holdings Inc.
| HLT | Common | 43,504 | 5,888 | 6,332,007,000 | 1,033,041,000 | 4.65 | |
Hist
| 06/30/2023 |
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CARVANA CO.
| CVNA | Common | 187,350 | 0 | 4,856,112,000 | 3,021,955,000 | 3.57 | |
Hist
| 06/30/2023 |
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