Windacre Partnership as of March 31, 2026
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roper Industries (ROP) | 28.4 | $2.7B | 7.5M | 353.86 | |
| Fidelity Natl Finl Com Shs (FNF) | 10.4 | $970M | 21M | 46.38 | |
| Amazon (AMZN) | 8.8 | $824M | 4.0M | 208.27 | |
| Expedia Group Com New (EXPE) | 8.5 | $793M | 3.4M | 230.89 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.0 | $751M | 2.2M | 337.95 | |
| Tempur-Pedic International (SGI) | 6.5 | $608M | 8.2M | 73.92 | |
| TransDigm Group Incorporated (TDG) | 6.3 | $591M | 510k | 1158.96 | |
| Moody's Corporation (MCO) | 6.2 | $582M | 1.3M | 436.25 | |
| NVIDIA Corporation (NVDA) | 6.1 | $567M | 3.3M | 174.40 | |
| Perimeter Solutions Common Stock (PRM) | 5.7 | $534M | 22M | 24.42 | |
| Sap Se Spon Adr (SAP) | 5.1 | $473M | 2.8M | 171.21 |
