Anabranch Capital Management, LP - Q2 2021 holdings

$162 Million is the total value of Anabranch Capital Management, LP's 6 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .

 Value Shares↓ Weighting
TDG BuyTRANSDIGM GROUP INC$39,905,000
+13.6%
61,649
+3.2%
24.60%
-3.1%
GWRE BuyGUIDEWIRE SOFTWARE INC$35,291,000
+15.5%
313,085
+4.1%
21.76%
-1.6%
NYT BuyNEW YORK TIMES COcl a$32,910,000
-2.9%
755,689
+12.9%
20.29%
-17.2%
CVNA BuyCARVANA COcl a$19,049,000
+66.7%
63,113
+44.9%
11.74%
+42.1%
FWONK BuyLIBERTY MEDIA CORP DEL$18,340,000
+28.0%
380,427
+14.9%
11.31%
+9.1%
MELI BuyMERCADOLIBRE INC$16,710,000
+29.0%
10,727
+21.9%
10.30%
+10.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-08-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TRANSDIGM GROUP INC12Q3 202328.4%
GUIDEWIRE SOFTWARE INC12Q3 202324.9%
NEW YORK TIMES CO12Q3 202324.5%
CARVANA CO11Q3 202311.7%
MICROSOFT CORP9Q3 202320.1%
TEMPUR SEALY INTL INC9Q3 202315.2%
MERCADOLIBRE INC9Q4 202217.7%
HILTON WORLDWIDE HLDGS INC5Q3 20234.8%
LIBERTY MEDIA CORP DEL4Q3 202111.3%
AUTODESK INC1Q4 20206.5%

View Anabranch Capital Management, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Anabranch Capital Management, LP's complete filings history.

Compare quarters

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