Linonia Partnership as of Dec. 31, 2025
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 24.4 | $1.1B | 5.4M | 201.01 | |
| Tempur-Pedic International (SGI) | 17.7 | $784M | 8.8M | 89.28 | |
| Echostar Corp Cl A (SATS) | 15.1 | $665M | 6.1M | 108.70 | |
| Veeva Sys Cl A Com (VEEV) | 14.1 | $625M | 2.8M | 223.23 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 10.8 | $478M | 5.7M | 83.16 | |
| Fair Isaac Corporation (FICO) | 4.7 | $208M | 123k | 1690.62 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 4.6 | $204M | 2.5M | 81.50 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 4.3 | $189M | 2.1M | 89.38 | |
| Live Nation Entertainment (LYV) | 2.2 | $96M | 673k | 142.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $71M | 716k | 98.51 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $15M | 11k | 1329.85 | |
| Shake Shack Cl A (SHAK) | 0.2 | $7.8M | 96k | 81.17 |
