Windacre Partnership as of June 30, 2020
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 23.4 | $778M | 1.8M | 442.05 | |
Nielsen Hldgs Shs Eur | 19.8 | $658M | 44M | 14.86 | |
Air Lease Corp Cl A (AL) | 11.2 | $372M | 13M | 29.29 | |
Fidelity National Financial Fnf Group Com (FNF) | 11.0 | $367M | 12M | 30.66 | |
Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $264M | 186k | 1418.05 | |
Amazon (AMZN) | 7.8 | $258M | 94k | 2758.82 | |
Santander Consumer Usa | 7.7 | $256M | 14M | 18.41 | |
Moody's Corporation (MCO) | 5.9 | $195M | 710k | 274.73 | |
Visa Com Cl A (V) | 5.5 | $183M | 945k | 193.17 |