Windacre Partnership LLC
- SEC CIK
- 0001599383
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 9
- No 13F data for Q4 2020
- Portfolio value
- $4.02B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NLSNNielsen Holdings plc | SHS EUR | 35,205,300 | $885.4M | 22.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 170,900 | $528.8M | 13.2% | – | – | History |
| TDGTransDigm Group INC | COM | 821,456 | $482.9M | 12.0% | – | – | History |
| ALSumisho Air Lease Corp | CL A | 9,358,300 | $458.6M | 11.4% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 11,197,000 | $455.3M | 11.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 219,500 | $452.7M | 11.3% | – | – | History |
| MCOMoodys Corp | Stock | 1,114,000 | $332.7M | 8.3% | – | – | History |
| SAPSAP SE | ADR | 1,993,900 | $244.8M | 6.1% | – | – | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 17,823,200 | $177.5M | 4.4% | – | – | History |