Windacre Partnership as of Sept. 30, 2022
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nielsen Hldgs Shs Eur | 45.6 | $2.7B | 98M | 27.72 | |
| Amazon (AMZN) | 12.3 | $736M | 6.5M | 113.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $565M | 5.9M | 95.65 | |
| Moody's Corporation (MCO) | 5.0 | $301M | 1.2M | 243.11 | |
| TransDigm Group Incorporated (TDG) | 4.8 | $288M | 548k | 524.82 | |
| Fidelity National Financial Fnf Group Com (FNF) | 4.8 | $286M | 7.9M | 36.20 | |
| Victorias Secret And Common Stock (VSCO) | 3.7 | $220M | 7.5M | 29.12 | |
| Herbalife Nutrition Com Shs (HLF) | 3.3 | $199M | 10M | 19.89 | |
| Sap Se Spon Adr (SAP) | 3.1 | $182M | 2.2M | 81.25 | |
| Perimeter Solutions Sa Common Stock (PRM) | 2.9 | $173M | 22M | 8.01 | |
| E2open Parent Holdings Com Cl A (ETWO) | 2.8 | $168M | 28M | 6.07 | |
| Verisign (VRSN) | 2.2 | $132M | 760k | 173.70 |
