Anabranch Capital Management, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Anabranch Capital Management, LP disclosed 7 US equity positions worth $170.4m in its Q3 2024 13F filing. The largest position was TDG at 25.8% of the reported book, followed by GWRE and MSFT.
What did Anabranch Capital Management, LP own in Q3 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 25.8% | $43.9m | 30,793 | – | |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 18.6% | $31.6m | 172,898 | – | |
| 3 | MSFT MICROSOFT CORP | Technology | 16.8% | $28.6m | 66,464 | – | |
| 4 | CVNA CARVANA CO | Consumer Cyclical | 12.3% | $20.9m | 120,260 | – | |
| 5 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 10.8% | $18.5m | 80,158 | – | |
| 6 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 9.0% | $15.4m | 281,291 | – | |
| 7 | NYT NEW YORK TIMES CO | Communication Services | 6.7% | $11.4m | 205,352 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.