Linonia Partnership as of June 30, 2025
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 26.1 | $800M | 3.4M | 235.45 | |
| Tempur-Pedic International (SGI) | 19.5 | $597M | 8.8M | 68.05 | |
| Veeva Sys Cl A Com (VEEV) | 19.5 | $596M | 2.1M | 287.98 | |
| Liberty Media Corp Del Com Lbty Liv S C | 15.1 | $463M | 5.7M | 81.16 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 6.6 | $201M | 2.1M | 94.96 | |
| Liberty Media Corp Del Com Lbty Liv S A | 6.5 | $199M | 2.5M | 79.48 | |
| Live Nation Entertainment (LYV) | 3.3 | $102M | 673k | 151.28 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.4 | $75M | 716k | 104.50 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $17M | 11k | 1520.64 | |
| Shake Shack Cl A (SHAK) | 0.4 | $13M | 96k | 140.60 |
