WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings7 positions
MOODYS CORP | 1.6M | $384.9M | 20.0% | $172.98 | +29.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
NIELSEN HOLDINGS PLC | 16.9M | $342.8M | 17.8% | — | — | 4 qtrssince 2019-Q1 | Increased 70 |
TRANSDIGM GROUP INC | 603,300 | $337.8M | 17.6% | $338.19 | +37.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 194,600 | $260.6M | 13.6% | $60.81 | +9.09% | 2 qtrssince 2019-Q3 | Increased 66 |
VISA INC | 1.3M | $237.5M | 12.4% | $151.58 | +18.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
SANTANDER CONSUMER USA HOLDI | 8.6M | $201.2M | 10.5% | — | — | 4 qtrssince 2019-Q1 | Increased 68 |
NEXSTAR MEDIA GROUP INC | 1.3M | $156.5M | 8.1% | $87.69 | +87.69%as of Oct 16 | 4 qtrssince 2019-Q1 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $1.9B across 7 positions as of Q4 2019. Top holdings: MCO (20.0%), NLSN (17.8%), TDG (17.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 3, trimmed 4. Top move: NLSN (INCREASED, conviction 70). Portfolio: $1.9B 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
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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