Windacre Partnership

Windacre Partnership as of March 31, 2020

Portfolio Holdings for Windacre Partnership

Windacre Partnership holds 7 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 32.3 $724M 2.3M 320.19
Moody's Corporation (MCO) 20.3 $455M 2.1M 211.50
Nielsen Hldgs Plc Shs Eur 15.8 $355M 28M 12.54
Air Lease Corp (AL) 9.2 $206M 9.3M 22.14
Visa (V) 7.9 $178M 1.1M 161.12
Alphabet Inc Class A cs (GOOGL) 7.5 $167M 144k 1161.95
Santander Consumer Usa 7.0 $156M 11M 13.91