Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ANABRANCH CAPITAL MANAGEMENT LP | 02-14-2024 | 12-31-2023 | 7 | 157,219,452 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INC | COM | 1 | $41,220,827 | 378,034 | 0.03 | 0.02 | 0 | 0.00 | 12-31-2023 |
TRANSDIGM GROUP INC | COM | 2 | $34,818,260 | 34,419 | 0.02 | 0.03 | -8,837 | -20.43 | 12-31-2023 |
TEMPUR SEALY INTL INC | COM | 3 | $24,940,029 | 489,308 | 0.02 | 0.01 | 66,862 | 15.83 | 12-31-2023 |
MICROSOFT CORP | COM | 4 | $18,228,539 | 48,475 | 0.01 | 0.02 | -31,781 | -39.60 | 12-31-2023 |