Windacre Partnership as of Dec. 31, 2025
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 14.8 | $1.4B | 3.1M | 445.13 | |
| Fidelity National Financial Com Shs (FNF) | 11.5 | $1.1B | 20M | 54.59 | |
| Amazon (AMZN) | 10.2 | $949M | 4.1M | 230.82 | |
| Tempur-Pedic International (SGI) | 8.9 | $833M | 9.3M | 89.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.1 | $755M | 2.5M | 303.89 | |
| TransDigm Group Incorporated (TDG) | 8.1 | $753M | 566k | 1329.85 | |
| Expedia Group Com New (EXPE) | 7.1 | $666M | 2.4M | 283.31 | |
| NVIDIA Corporation (NVDA) | 6.5 | $607M | 3.3M | 186.50 | |
| Perimeter Solutions Common Stock (PRM) | 6.5 | $602M | 22M | 27.53 | |
| Sap Se Spon Adr (SAP) | 6.4 | $595M | 2.5M | 242.91 | |
| Moody's Corporation (MCO) | 6.1 | $572M | 1.1M | 510.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $529M | 1.7M | 313.00 | |
| F&g Annuities & Life Common Stock (FG) | 0.1 | $11M | 350k | 30.85 |
