Linonia Partnership as of March 31, 2026
Portfolio Holdings for Linonia Partnership
Linonia Partnership holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 21.3 | $1.1B | 7.7M | 149.56 | |
| Veeva Sys Cl A Com (VEEV) | 16.1 | $865M | 4.9M | 175.66 | |
| New York Times Co Mtn Be Cl A (NYT) | 14.1 | $756M | 9.0M | 83.73 | |
| Tempur-Pedic International (SGI) | 12.1 | $649M | 8.8M | 73.92 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 10.8 | $583M | 6.2M | 94.11 | |
| Tradeweb Mkts Cl A (TW) | 6.1 | $328M | 2.8M | 117.66 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.3 | $233M | 2.7M | 85.02 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 4.3 | $229M | 2.5M | 91.64 | |
| MercadoLibre (MELI) | 4.2 | $225M | 130k | 1729.02 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 3.1 | $165M | 2.1M | 78.08 | |
| Live Nation Entertainment (LYV) | 1.9 | $103M | 673k | 152.51 | |
| Echostar Corp Cl A | 1.5 | $82M | 696k | 117.07 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $13M | 11k | 1158.96 | |
| Shake Shack Cl A (SHAK) | 0.2 | $8.4M | 96k | 88.47 |
