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Anabranch Capital Management LP Top Holdings
As of  12/31/2023, below is a summary of the Anabranch Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Anabranch Capital Management LP. In the Anabranch Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Anabranch Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Anabranch Capital Management LP top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
GUIDEWIRE SOFTWARE INC 378,034 UNCH $41,221
     GWRE378,034UNCH$41,221
TRANSDIGM GROUP INC 34,419 -5,184 $34,818
     TDG34,419-5,184$34,818
TEMPUR SEALY INTL INC 489,308 +30,551 $24,940
     TPX489,308+30,551$24,940
MICROSOFT CORP 48,475 -18,781 $18,229
     MSFT48,475-18,781$18,229
NEW YORK TIMES CO 335,588 UNCH $16,440
     NYT335,588UNCH$16,440
HILTON WORLDWIDE HLDGS INC 63,996 +20,492 $11,653
     HLT63,996+20,492$11,653

See Full List: All Stocks Held By Anabranch Capital Management LP
Including:
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Anabranch Capital Management LP

Size ($ in 1000's)
At 12/31/2023: $157,219
At 09/30/2023: $136,756

Anabranch Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Anabranch Capital Management LP 13F filings. Link to 13F filings: SEC filings

Anabranch Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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