Anabranch Capital Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $44M, Guidewire Software, Inc. with a value of $31.6M, Microsoft Corp with a value of $28.6M, Carvana Co. with a value of $20.9M, and Hilton Worldwide Holdings Inc. with a value of $18.5M.

Examining the 13F form we can see an increase of $2.45M in the current position value, from $168M to 170M.

Anabranch Capital Management, LP is based out at New York, NY

Below you can find more details about Anabranch Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
Technology: $60.2 Million
Consumer Cyclical: $54.8 Million
Industrials: $44 Million
Communication Services: $11.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $170 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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