Linonia Partnership

Linonia Partnership as of June 30, 2024

Portfolio Holdings for Linonia Partnership

Linonia Partnership holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Guidewire Software (GWRE) 26.2 $330M 2.4M 137.89
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 16.1 $203M 5.3M 38.27
Tempur-Pedic International (TPX) 14.1 $178M 3.7M 47.34
Veeva Sys Cl A Com (VEEV) 10.5 $133M 726k 183.01
Liberty Media Corp Del Com Lbty One S C (FWONK) 8.6 $108M 1.5M 71.84
TransDigm Group Incorporated (TDG) 8.1 $102M 80k 1277.61
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 6.8 $86M 2.3M 37.51
Liberty Media Corp Del Com Lbty One S A (FWONA) 4.5 $57M 880k 64.23
Shake Shack Cl A (SHAK) 3.4 $44M 483k 90.00
Warner Music Group Corp Com Cl A (WMG) 1.7 $21M 690k 30.65
Loar Holdings Com Shs (LOAR) 0.0 $53k 1.0k 53.41