WPWINDACRE PARTNERSHIP LLC

Top Holdings6 positions

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Activity:AllNewIncreasedDecreasedExitedUnchanged

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
TDG TRANSDIGM GROUP INC	1.2M	$530.7M	29.5%	—	$336.96	0.00%	1 qtr	New 100
NLSNDelisted NIELSEN HLDGS PLC	17.3M	$409.9M	22.8%	—	—	—	1 qtr	New 99
MCO MOODY'S CORP	1.5M	$270M	15.0%	—	$169.88	0.00%	1 qtr	New 98
V VISA INC-CLASS A SHARES	1.3M	$209.6M	11.7%	—	$148.12	0.00%	1 qtr	New 97
SCDelisted SANTANDER CONSUMER USA HOLDINGS	9M	$189.5M	10.6%	—	—	—	1 qtr	New 97
NXST NEXSTAR MEDIA GROUP INC	1.7M	$186.5M	10.4%	—	$88.53	0.00%	1 qtr	New 97

$1.8B

AUM

6

Positions

Q1 2019

Filing

Rating · 3.0

Quarterly Portfolio Change

Not enough history yet

Activity profile

$ moved · Q1'19

New100%Increased0%Decreased0%Exited0%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

WINDACRE PARTNERSHIP LLC manages $1.8B across 6 positions as of Q1 2019. Top holdings: TDG (29.5%), NLSN (22.8%), MCO (15.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.