WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings13 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 3.1M | $1.4B | 14.8% | $449.16 | 0.00% | 1 qtr | New 100 |
FIDELITY NATIONAL FINANCIAL | 19.7M | $1.1B | 11.5% | $38.98 | +41.72% | 14 qtrssince 2022-Q3 | Increased 68 |
AMAZON.COM INC | 4.1M | $949.3M | 10.2% | $151.60 | +53.39% | 23 qtrssince 2020-Q2 | Increased 75 |
TEMPUR SEALY INTERNATIONAL I | 9.3M | $832.6M | 8.9% | $62.09 | +45.45% | 4 qtrssince 2025-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.5M | $754.6M | 8.1% | $105.09 | +185.08% | 13 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 566,100 | $752.8M | 8.1% | $920.50 | +43.01% | 11 qtrssince 2023-Q2 | Decreased 0 |
EXPEDIA GROUP INC | 2.4M | $666.4M | 7.1% | $142.38 | +100.16% | 7 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORP | 3.3M | $606.7M | 6.5% | $148.59 | +26.22% | 5 qtrssince 2024-Q4 | Increased 80 |
PERIMETER SOLUTIONS INC | 21.9M | $601.7M | 6.5% | $12.79 | +117.45% | 5 qtrssince 2024-Q4 | Unchanged 0 |
SAP SE-SPONSORED ADR | 2.5M | $595.4M | 6.4% | $198.55 | +23.19% | 21 qtrssince 2020-Q4 | Increased 67 |
MOODY'S CORP | 1.1M | $571.6M | 6.1% | $310.26 | +63.56% | 14 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC-CL A | 1.7M | $528.7M | 5.7% | $114.21 | +201.20% | 26 qtrssince 2019-Q3 | Decreased 0 |
F&G ANNUITIES & LIFE INC | 350,000 | $10.8M | 0.1% | $31.82 | -16.72% | 1 qtr | New 49 |
WINDACRE PARTNERSHIP LLC manages $9.3B across 13 positions as of Q4 2025. Top holdings: ROP (14.8%), FNF (11.5%), AMZN (10.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, increased 4, trimmed 6. Top move: ROP (NEW, conviction 100). Portfolio: $9.3B across 13 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
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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