Windacre Partnership as of June 30, 2020
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.7 | $778M | 1.8M | 442.05 | |
| Nielsen Hldgs Shs Eur | 16.6 | $525M | 35M | 14.86 | |
| Fidelity National Financial Fnf Group Com (FNF) | 11.6 | $367M | 12M | 30.66 | |
| Air Lease Corp Cl A (AL) | 10.4 | $329M | 11M | 29.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $264M | 186k | 1418.05 | |
| Amazon (AMZN) | 8.2 | $258M | 94k | 2758.82 | |
| Santander Consumer Usa | 8.1 | $256M | 14M | 18.41 | |
| Moody's Corporation (MCO) | 6.2 | $195M | 710k | 274.73 | |
| Visa Com Cl A (V) | 5.8 | $183M | 945k | 193.17 |
