WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INC | 871,900 | $454M | 22.7% | $338.19 | +20.42% | 3 qtrssince 2019-Q1 | Decreased 0 |
MOODY'S CORP | 1.8M | $366.9M | 18.4% | $172.98 | +11.64% | 3 qtrssince 2019-Q1 | Increased 69 |
NIELSEN HLDGS PLC | 15.3M | $324.7M | 16.2% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.3M | $224.3M | 11.2% | $151.58 | +7.94% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 183,600 | $224.2M | 11.2% | $60.84 | 0.00% | 1 qtr | New 98 |
NEXSTAR MEDIA GROUP INC | 2M | $203.8M | 10.2% | $87.69 | -6.30% | 3 qtrssince 2019-Q1 | Increased 69 |
SANTANDER CONSUMER USA HOLDINGS | 7.9M | $200.9M | 10.1% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $2B across 7 positions as of Q3 2019. Top holdings: TDG (22.7%), MCO (18.4%), NLSN (16.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 1 new position, increased 2, trimmed 4. Top move: GOOGL (NEW, conviction 98). Portfolio: $2.0B across 7 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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