Linonia Partnership as of March 31, 2025
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 25.0 | $636M | 3.4M | 187.36 | |
| Tempur-Pedic International (SGI) | 17.9 | $455M | 7.6M | 59.88 | |
| Veeva Sys Cl A Com (VEEV) | 16.7 | $425M | 1.8M | 231.63 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 15.3 | $389M | 5.7M | 68.14 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 7.5 | $192M | 2.4M | 81.47 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 6.6 | $168M | 2.5M | 67.24 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.1 | $131M | 1.5M | 90.01 | |
| Live Nation Entertainment (LYV) | 3.5 | $88M | 673k | 130.58 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $46M | 33k | 1383.29 | |
| Shake Shack Cl A (SHAK) | 0.6 | $15M | 172k | 88.17 |
