WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings6 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INC | 1.2M | $598.9M | 29.0% | $338.19 | +6.18% | 2 qtrssince 2019-Q1 | Increased 68 |
NIELSEN HLDGS PLC | 20M | $451.8M | 21.9% | — | — | 2 qtrssince 2019-Q1 | Increased 73 |
MOODY'S CORP | 1.6M | $320.7M | 15.5% | $171.15 | +7.34% | 2 qtrssince 2019-Q1 | Increased 69 |
VISA INC-CLASS A SHARES | 1.7M | $293.6M | 14.2% | $151.58 | +8.75% | 2 qtrssince 2019-Q1 | Increased 77 |
SANTANDER CONSUMER USA HOLDINGS | 9.1M | $218.2M | 10.6% | — | — | 2 qtrssince 2019-Q1 | Increased 63 |
NEXSTAR MEDIA GROUP INC | 1.8M | $182.4M | 8.8% | $88.26 | -6.12% | 2 qtrssince 2019-Q1 | Increased 65 |
WINDACRE PARTNERSHIP LLC manages $2.1B across 6 positions as of Q2 2019. Top holdings: TDG (29.0%), NLSN (21.9%), MCO (15.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Increased 6. Top move: V (INCREASED, conviction 77). Portfolio: $2.1B across 6 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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