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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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