Linonia Partnership as of Sept. 30, 2025
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 26.0 | $991M | 4.3M | 229.86 | |
| Veeva Sys Cl A Com (VEEV) | 23.2 | $885M | 3.0M | 297.91 | |
| Tempur-Pedic International (SGI) | 19.4 | $740M | 8.8M | 84.33 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 14.6 | $557M | 5.7M | 96.97 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 6.2 | $236M | 2.5M | 94.30 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 5.3 | $202M | 2.1M | 95.22 | |
| Live Nation Entertainment (LYV) | 2.9 | $110M | 673k | 163.40 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.0 | $75M | 716k | 104.45 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $15M | 11k | 1318.02 | |
| Shake Shack Cl A (SHAK) | 0.2 | $8.9M | 96k | 93.61 |
