Windacre Partnership

Windacre Partnership as of Dec. 31, 2021

Portfolio Holdings for Windacre Partnership

Windacre Partnership holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 18.8 $842k 291k 2.90
Amazon (AMZN) 16.7 $748k 224k 3.33
Nielsen Hldgs Shs Eur 15.8 $708k 35M 0.02
TransDigm Group Incorporated (TDG) 14.0 $627k 986k 0.64
Victorias Secret And Common Stock (VSCO) 8.9 $400k 7.2M 0.06
E2open Parent Holdings Com Cl A (ETWO) 6.3 $282k 25M 0.01
Air Lease Corp Cl A (AL) 6.2 $278k 6.3M 0.04
Perimeter Solutions Sa Common Stock (PRM) 6.2 $278k 20M 0.01
Sap Se Spon Adr (SAP) 4.7 $213k 1.5M 0.14
Herbalife Nutrition Com Shs (HLF) 2.4 $109k 2.7M 0.04