WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings7 positions
TRANSDIGM GROUP INC | 2.3M | $723.9M | 32.3% | $285.36 | -6.74% | 5 qtrssince 2019-Q1 | Increased 100 |
MOODYS CORP | 2.1M | $454.7M | 20.3% | $179.69 | +11.45% | 5 qtrssince 2019-Q1 | Increased 81 |
NIELSEN HOLDINGS PLC | 28.3M | $355.1M | 15.8% | — | — | 5 qtrssince 2019-Q1 | Increased 92 |
AIR LEASE CORP | 9.3M | $206M | 9.2% | $19.71 | 0.00% | 1 qtr | New 97 |
VISA INC | 1.1M | $178.1M | 7.9% | $151.58 | +1.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 143,900 | $167.2M | 7.5% | $60.81 | -5.37% | 3 qtrssince 2019-Q3 | Decreased 0 |
SANTANDER CONSUMER USA HOLDI | 11.2M | $156.2M | 7.0% | — | — | 5 qtrssince 2019-Q1 | Increased 78 |
WINDACRE PARTNERSHIP LLC manages $2.2B across 7 positions as of Q1 2020. Top holdings: TDG (32.3%), MCO (20.3%), NLSN (15.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 1 new position, exited 1, increased 4, trimmed 2. Top move: TDG (INCREASED, conviction 100). Portfolio: $2.2B across 7 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR