Anabranch Capital Management, LP - Q1 2024 holdings

Add to watchlist

$172 Million is the total value of Anabranch Capital Management, LP's 7 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
TDG  TRANSDIGM GROUP INC$42,390,440
+21.7%
34,4190.0%24.71%
+11.6%
GWRE SellGUIDEWIRE SOFTWARE INC$38,697,301
-6.1%
331,568
-12.3%
22.56%
-14.0%
TPX  TEMPUR SEALY INTL INC$27,802,481
+11.5%
489,3080.0%16.21%
+2.2%
MSFT  MICROSOFT CORP$20,394,402
+11.9%
48,4750.0%11.89%
+2.5%
NYT  NEW YORK TIMES COcl a$14,504,113
-11.8%
335,5880.0%8.45%
-19.2%
CVNA SellCARVANA COcl a$14,121,423
+42.4%
160,635
-14.3%
8.23%
+30.5%
HLT  HILTON WORLDWIDE HLDGS INC$13,650,987
+17.1%
63,9960.0%7.96%
+7.4%
Original filings

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

  • View 13F-HR filed 2024-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TRANSDIGM GROUP INC15Q2 202428.4%
GUIDEWIRE SOFTWARE INC15Q2 202426.2%
NEW YORK TIMES CO15Q2 202424.5%
CARVANA CO14Q2 202411.7%
MICROSOFT CORP12Q2 202420.1%
TEMPUR SEALY INTL INC12Q2 202416.2%
MERCADOLIBRE INC9Q4 202217.7%
HILTON WORLDWIDE HLDGS INC8Q2 20249.8%
LIBERTY MEDIA CORP DEL4Q3 202111.3%
AUTODESK INC1Q4 20206.5%

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

Latest filings
TypeFiled
N-PX2024-08-27
13F-HR2024-08-14
13F-HR2024-05-15
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

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

All filings

View complete filings history.

Compare quarters

Export Anabranch Capital Management, LP's holdings

CSVXLS