Anabranch Capital Management, LP Portfolio Holdings by Sector

Anabranch Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$31,989 22.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$29,628 21.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$24,435 17.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$22,646 16.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$16,752 11.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$14,992 10.67% of portfolio	-	1	-	-	0 Calls 0 Puts

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