Windacre Partnership LLC Portfolio Holdings

Windacre Partnership LLC

$6.91 Billion
Q2 2025

Windacre Partnership LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.91 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $1.08B, Amazon Com Inc with a value of $968M, Fidelity National Financial, Inc. with a value of $809M, Taiwan Semiconductor Manufacturing CO LTD with a value of $666M, and Nvidia Corp with a value of $570M.

Examining the 13F form we can see an increase of $481M in the current position value, from $6.43B to 6.91B.

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 $6.91 Billion

Consumer Cyclical: $1.99 Billion

Technology: $1.98 Billion

Financial Services: $1.3 Billion

Industrials: $1.08 Billion

Communication Services: $562 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	$449 Million 6.5% of portfolio	7,797,600	Q2 2025 Reduced 25.05%

Summary

Portfolio
No. of Stocks 12
Current Value $6.91 Billion
Prior Value $6.43 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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Windacre Partnership LLC Portfolio Holdings