Linonia Partnership as of Dec. 31, 2024
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 21.2 | $404M | 2.4M | 168.58 | |
| Liberty Media Corp Del Com Lbty Liv S C | 20.4 | $388M | 5.7M | 68.06 | |
| Tempur-Pedic International (SGI) | 14.4 | $274M | 4.8M | 56.69 | |
| Veeva Sys Cl A Com (VEEV) | 13.3 | $253M | 1.2M | 210.25 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 10.4 | $198M | 2.4M | 84.04 | |
| Liberty Media Corp Del Com Lbty Liv S A | 8.8 | $166M | 2.5M | 66.56 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.1 | $135M | 1.5M | 92.66 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $61M | 48k | 1267.28 | |
| Shake Shack Cl A (SHAK) | 1.2 | $22M | 172k | 129.80 |
