Anabranch Capital Management, LP
- SEC CIK
- 0001822480
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 8
- +2 vs. Q2 2021
- Portfolio value
- $174.2M
- +$12.0M (+7.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 760,197 | $37.5M | 21.5% | +4,508+0.6% | Added | History |
| GWREGuidewire Software, Inc. | COM | 313,085 | $37.2M | 21.4% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 58,424 | $36.5M | 20.9% | −3,225−5.2% | Reduced | History |
| CVNACarvana Co. | CL A | 63,113 | $19.0M | 10.9% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 323,052 | $16.6M | 9.5% | −57,375−15.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 9,143 | $15.4M | 8.8% | −1,584−14.8% | Reduced | History |
| SGISomnigroup International Inc. | COM | 139,469 | $6.47M | 3.7% | +139,469 | New | History |
| MSFTMicrosoft Corp | Stock | 19,871 | $5.60M | 3.2% | +19,871 | New | History |