Windacre Partnership LLC Portfolio Holdings by Sector

Windacre Partnership LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA 2 stocks	$1.24 Million 17.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$1.08 Million 15.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$967,926 14.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$808,788 11.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$568,822 8.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$561,785 8.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$493,361 7.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$449,141 6.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$432,510 6.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$310,455 4.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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