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 $300 Millions to $2 Billions

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

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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