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	$971,922 14.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$955,525 14.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$883,009 13.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA 2 stocks	$877,450 13.41% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$782,125 11.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$757,561 11.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$478,385 7.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$463,739 7.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP ETWO 2 stocks	$372,942 5.7% of portfolio	-	1	-	-	0 Calls 0 Puts

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