$163 Million is the total value of Anabranch Capital Management, LP's 6 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWRE | New | GUIDEWIRE SOFTWARE INC | $38,717,000 | – | 300,762 | +100.0% | 23.82% | – |
| NYT | New | NEW YORK TIMES COcl a | $34,176,000 | – | 660,155 | +100.0% | 21.02% | – |
| TDG | New | TRANSDIGM GROUP INC | $32,395,000 | – | 52,347 | +100.0% | 19.93% | – |
| MELI | New | MERCADOLIBRE INC | $28,702,000 | – | 17,133 | +100.0% | 17.66% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $17,922,000 | – | 420,695 | +100.0% | 11.03% | – |
| ADSK | New | AUTODESK INC | $10,637,000 | – | 34,838 | +100.0% | 6.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSDIGM GROUP INC | 12 | Q3 2023 | 28.4% |
| GUIDEWIRE SOFTWARE INC | 12 | Q3 2023 | 24.9% |
| NEW YORK TIMES CO | 12 | Q3 2023 | 24.5% |
| CARVANA CO | 11 | Q3 2023 | 11.7% |
| MICROSOFT CORP | 9 | Q3 2023 | 20.1% |
| TEMPUR SEALY INTL INC | 9 | Q3 2023 | 15.2% |
| MERCADOLIBRE INC | 9 | Q4 2022 | 17.7% |
| HILTON WORLDWIDE HLDGS INC | 5 | Q3 2023 | 4.8% |
| LIBERTY MEDIA CORP DEL | 4 | Q3 2021 | 11.3% |
| AUTODESK INC | 1 | Q4 2020 | 6.5% |
View Anabranch Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Anabranch Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.