Windacre Partnership LLC Portfolio Holdings by Sector

Windacre Partnership LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.4 Million 18.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$1.04 Million 13.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$1.03 Million 13.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$994,147 13.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$639,864 8.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$557,976 7.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$553,361 7.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$507,463 6.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP ETWO 2 stocks	$447,599 5.95% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PRM 1 stocks	$289,872 3.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$57,297 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts

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