Anabranch Capital Management, LP Portfolio Holdings by Sector

Anabranch Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$42,390 24.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$38,697 22.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$27,802 16.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$20,394 11.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$14,504 8.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$14,121 8.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$13,650 7.96% of portfolio	-	-	-	-	0 Calls 0 Puts

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