10 is the total number of securities Anabranch Capital Management, LP has owned. The longest Anabranch Capital Management, LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TDG | TRANSDIGM GROUP INC | 12 | 12 | 17.15% | 23.55% | 28.42% | Q4 2020 | Q3 2023 | 12 |
| GWRE | GUIDEWIRE SOFTWARE INC | 12 | 12 | 19.70% | 22.49% | 24.88% | Q4 2020 | Q3 2023 | 12 |
| NYT | NEW YORK TIMES CO | 12 | 12 | 8.18% | 15.56% | 24.51% | Q4 2020 | Q3 2023 | 12 |
| CVNA | CARVANA CO | 11 | 11 | 0.85% | 6.63% | 11.74% | Q1 2021 | Q3 2023 | 11 |
| MSFT | MICROSOFT CORP | 9 | 9 | 3.22% | 14.80% | 20.08% | Q3 2021 | Q3 2023 | 9 |
| TPX | TEMPUR SEALY INTL INC | 9 | 9 | 3.72% | 12.03% | 15.20% | Q3 2021 | Q3 2023 | 9 |
| MELI | MERCADOLIBRE INC | 9 | 9 | 6.35% | 8.99% | 17.66% | Q4 2020 | Q4 2022 | 9 |
| HLT | HILTON WORLDWIDE HLDGS... | 5 | 5 | 1.35% | 3.35% | 4.78% | Q3 2022 | Q3 2023 | 5 |
| FWONK | LIBERTY MEDIA CORP DEL | 4 | 4 | 9.53% | 10.56% | 11.31% | Q4 2020 | Q3 2021 | 4 |
| ADSK | AUTODESK INC | 1 | 1 | 6.54% | 6.54% | 6.54% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including TRANSDIGM GROUP INC, GUIDEWIRE SOFTWARE INC, and NEW YORK TIMES CO, are the highest-conviction holdings of Anabranch Capital Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Anabranch Capital Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Anabranch Capital Management, LP owns currently or has owned in the past.