| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -43,504 | -100.0% | -4.78% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -187,350 | -100.0% | -5.75% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -335,588 | -100.0% | -10.11% | – |
| TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -458,757 | -100.0% | -14.54% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -67,256 | -100.0% | -15.53% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -39,603 | -100.0% | -24.42% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -378,034 | -100.0% | -24.88% | – |
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 | 2024-05-15 |
| 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 |
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.