Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
WINDACRE PARTNERSHIP LLC manages $9.3B across 13 positions as of Q4 2025. Top holdings: ROP (14.8%), FNF (11.5%), AMZN (10.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 5/5.0.
Added 2 new positions, increased 4, trimmed 6. Top move: ROP (NEW, conviction 100). Portfolio: $9.3B across 13 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile