Windacre Partnership LLC Portfolio Holdings by Sector

Windacre Partnership LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOGL 1 stocks	$1.76 Million 23.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.39 Million 18.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$811,936 10.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$688,641 9.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$653,013 8.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$651,964 8.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$544,720 7.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP ETWO 2 stocks	$475,768 6.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$364,388 4.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PRM 1 stocks	$169,128 2.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$90,429 1.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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