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 (DFS) | 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 |