Contrarian Thinking Capital

Contrarian Thinking Capital was founded in 2022 by Codie Sanchez, formerly of Goldman Sachs and First Trust, where she built a $1bn-plus Latin America business. The Austin-based firm sits at the intersection of small business revitalisation, generational wealth transfer and technology in blue-collar work. The portfolio of 35 active companies focuses on modernising traditional operations and SMB software roll-ups below $10m EBITDA. Holdings include Hone Health, HeatMap and Neutonic. Limited deep tech exposure.