Windacre Partnership LLC Portfolio Holdings

Windacre Partnership LLC

$6.43 Billion
Q1 2025

Windacre Partnership LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.43 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $999M, Fidelity National Financial, Inc. with a value of $943M, Amazon Com Inc with a value of $747M, Alphabet Inc. with a value of $654M, and Tempur Sealy International, Inc. with a value of $599M.

Examining the 13F form we can see an decrease of $111M in the current position value, from $6.54B to 6.43B.

Windacre Partnership LLC is based out at Houston, TX

Below you can find more details about Windacre Partnership LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.43 Billion

Consumer Cyclical: $1.87 Billion

Technology: $1.49 Billion

Financial Services: $1.41 Billion

Industrials: $999 Million

Communication Services: $654 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TPX Tempur Sealy International, Inc. Consumer Cyclical	$9.92B	$599 Million 9.32% of portfolio	10,403,500	Q1 2025 New

Summary

Portfolio
No. of Stocks 13
Current Value $6.43 Billion
Prior Value $6.54 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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Windacre Partnership LLC Portfolio Holdings