Windacre Partnership as of Dec. 31, 2023
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 19.1 | $1.3B | 9.0M | 139.69 | |
| Amazon (AMZN) | 17.5 | $1.2B | 7.6M | 151.94 | |
| Fidelity National Financial Fnf Group Com (FNF) | 11.5 | $756M | 15M | 51.02 | |
| Asml Holding N V N Y Registry Shs (ASML) | 9.9 | $653M | 862k | 756.92 | |
| Moody's Corporation (MCO) | 9.3 | $614M | 1.6M | 390.56 | |
| TransDigm Group Incorporated (TDG) | 8.9 | $587M | 580k | 1011.60 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.3 | $418M | 4.0M | 104.00 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 5.0 | $328M | 22M | 15.28 | |
| Sap Se Spon Adr (SAP) | 4.7 | $311M | 2.0M | 154.59 | |
| Victorias Secret And Common Stock (VSCO) | 2.3 | $148M | 5.6M | 26.54 | |
| Herbalife Com Shs (HLF) | 2.1 | $136M | 8.9M | 15.26 | |
| E2open Parent Holdings Com Cl A (ETWO) | 1.9 | $127M | 29M | 4.39 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.5 | $99M | 22M | 4.60 |
