HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GUIDEWIRE SOFTWARE INC |
378,034 | UNCH | $41,221 |
| GWRE | 378,034 | UNCH | $41,221 |
| TRANSDIGM GROUP INC |
34,419 | -5,184 | $34,818 |
| TDG | 34,419 | -5,184 | $34,818 |
| TEMPUR SEALY INTL INC |
489,308 | +30,551 | $24,940 |
| TPX | 489,308 | +30,551 | $24,940 |
| MICROSOFT CORP |
48,475 | -18,781 | $18,229 |
| MSFT | 48,475 | -18,781 | $18,229 |
| NEW YORK TIMES CO |
335,588 | UNCH | $16,440 |
| NYT | 335,588 | UNCH | $16,440 |
| HILTON WORLDWIDE HLDGS INC |
63,996 | +20,492 | $11,653 |
| HLT | 63,996 | +20,492 | $11,653 |
| CARVANA CO |
187,350 | +0 | $9,918 |
| CVNA | 187,350 | UNCH | $9,918 |
See Summary: Anabranch Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Anabranch Capital Management LP
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CVNA | -187,350 | -$7,865 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| TPX | +30,551 | +$5,057 |
| HLT | +20,492 | +$5,120 |
| GWRE | UNCH | +$7,198 |
| NYT | UNCH | +$2,614 |
| CVNA | UNCH | +$2,053 |
| TDG | -5,184 | +$1,428 |
| MSFT | -18,781 | -$3,007 |
|
Size ($ 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 |
