Windacre Partnership as of Sept. 30, 2020
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 17.0 | $558M | 1.2M | 475.12 | |
| Nielsen Hldgs Shs Eur | 15.3 | $501M | 35M | 14.18 | |
| Fidelity National Financial Fnf Group Com (FNF) | 13.1 | $429M | 14M | 31.31 | |
| Air Lease Corp Cl A (AL) | 10.1 | $331M | 11M | 29.42 | |
| Discover Financial Services | 8.5 | $279M | 4.8M | 57.78 | |
| Santander Consumer Usa | 7.8 | $255M | 14M | 18.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $209M | 143k | 1465.60 | |
| Amazon (AMZN) | 6.0 | $198M | 63k | 3148.72 | |
| Visa Com Cl A (V) | 5.8 | $189M | 945k | 199.97 | |
| Moody's Corporation (MCO) | 5.5 | $181M | 623k | 289.85 | |
| Wells Fargo & Company (WFC) | 4.7 | $153M | 6.5M | 23.51 |
