Anabranch Capital Management, LP Portfolio Holdings by Sector

Anabranch Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Lodging \| Consumer Cyclical HLT 1 stocks	$43,966 29.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$36,814 24.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$32,570 22.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$26,224 17.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$7,791 5.29% of portfolio	-	1	-	-	0 Calls 0 Puts

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