Windacre Partnership LLC Portfolio Holdings by Sector

Windacre Partnership LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$998,735 15.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$943,399 14.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA 2 stocks	$782,603 12.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$746,580 11.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$653,941 10.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$599,241 9.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$526,606 8.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$470,623 7.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$378,427 5.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP ETWO 2 stocks	$331,665 5.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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