Windacre Partnership as of Sept. 30, 2025
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity National Financial Com Shs (FNF) | 14.3 | $1.1B | 19M | 60.49 | |
| TransDigm Group Incorporated (TDG) | 10.1 | $807M | 613k | 1318.02 | |
| Tempur-Pedic International (SGI) | 9.9 | $791M | 9.4M | 84.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.9 | $790M | 2.8M | 279.29 | |
| Expedia Group Com New (EXPE) | 9.8 | $787M | 3.7M | 213.75 | |
| Amazon (AMZN) | 9.6 | $769M | 3.5M | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $761M | 3.1M | 243.10 | |
| Sap Se Spon Adr (SAP) | 7.9 | $630M | 2.4M | 267.21 | |
| Moody's Corporation (MCO) | 6.9 | $555M | 1.2M | 476.48 | |
| Perimeter Solutions Common Stock (PRM) | 6.1 | $489M | 22M | 22.39 | |
| NVIDIA Corporation (NVDA) | 5.9 | $472M | 2.5M | 186.58 |
