Anabranch Capital Management, LP Portfolio Holdings by Sector

Anabranch Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE 1 stocks	$29,147 17.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$28,733 17.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$26,111 15.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$24,456 14.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$22,747 13.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$21,967 13.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$10,688 6.52% of portfolio	-	-	-	-	0 Calls 0 Puts

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