Anabranch Capital Management, LP Portfolio Holdings by Sector

Anabranch Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$41,662 31.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$36,318 27.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$27,037 20.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$19,064 14.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$7,606 5.78% of portfolio	-	-	-	-	0 Calls 0 Puts

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