WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings6 positions
TRANSDIGM GROUP INC | 1.2M | $598.9M | 29.0% | $338.19 | +6.18% | 2 qtrssince 2019-Q1 | Increased 68 |
NIELSEN HOLDINGS 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 HDG I | 9.1M | $218.2M | 10.6% | — | — | 2 qtrssince 2019-Q1 | Increased 63 |
NEXSTAR MEDIA GROUP INC-CL A | 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: Concentrated Value. HoldingsIntel Score: 5/5.0.
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
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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
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