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Windacre Partnership LLC
The Windacre Partnership LLC focuses on concentrated, long-term stock-picking in a universe of high-quality businesses, aiming for attractive, owner-oriented returns over time.
Investment Strategy
Concentrated stock-picking within a universe of good businesses, with an owner-oriented and independent mindset, seeking to generate attractive returns over time and across cycles.
Latest 13F Filing Activity
Windacre Partnership LLC filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $7B. The fund increased holdings in Nvidia Corporation, Taiwan Semiconductor MFG LTD, Amazon Com Inc. among other positions. Windacre Partnership LLC reduced exposure to Fidelity National Financial, Alphabet Inc., E2open Parent Holdings Inc. among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TDG | TRANSDIGM GROUP INC | 14.85% | $1.08B | 712,700 | $1067.40 | $1520.64 | +$85.0M |
A AMZN | AMAZON COM INC | 13.26% | $967.9M | 4,411,900 | $151.08 | $219.39 | +$221.3M |
F FNF | FIDELITY NATIONAL FINANCIAL | 11.08% | $808.8M | 14,427,200 | $37.34 | $56.06 | -$134.6M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.13% | $666.1M | 2,941,100 | $108.22 | $226.49 | +$224.4M |
N NVDA | NVIDIA CORPORATION | 7.81% | $570.2M | 3,609,100 | $134.89 | $157.99 | +$229.4M |
Industry Allocation
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