Windacre Partnership as of March 31, 2020
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 7 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 32.3 | $724M | 2.3M | 320.19 | |
| Moody's Corporation (MCO) | 20.3 | $455M | 2.1M | 211.50 | |
| Nielsen Hldgs Plc Shs Eur | 15.8 | $355M | 28M | 12.54 | |
| Air Lease Corp (AL) | 9.2 | $206M | 9.3M | 22.14 | |
| Visa (V) | 7.9 | $178M | 1.1M | 161.12 | |
| Alphabet Inc Class A cs (GOOGL) | 7.5 | $167M | 144k | 1161.95 | |
| Santander Consumer Usa | 7.0 | $156M | 11M | 13.91 |