Linonia Partnership as of Sept. 30, 2024
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 26.6 | $438M | 2.4M | 182.94 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 17.8 | $293M | 5.7M | 51.33 | |
| Tempur-Pedic International (SGI) | 13.6 | $224M | 4.1M | 54.60 | |
| Veeva Sys Cl A Com (VEEV) | 10.8 | $178M | 847k | 209.87 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 9.7 | $161M | 2.2M | 71.53 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 7.5 | $124M | 2.5M | 49.51 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 6.8 | $112M | 1.4M | 77.43 | |
| TransDigm Group Incorporated (TDG) | 4.2 | $69M | 48k | 1427.13 | |
| Shake Shack Cl A (SHAK) | 3.0 | $50M | 483k | 103.21 |
