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	$1.26 Million 17.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$1.14 Million 15.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$807,287 11.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$787,048 10.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$768,719 10.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$761,024 10.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$629,874 8.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$555,051 7.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$539,953 7.44% of portfolio	1	-	-	-	0 Calls 0 Puts

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