Windacre Partnership LLC
- SEC CIK
- 0001599383
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 9
- 0 vs. Q1 2021
- Portfolio value
- $4.53B
- +$506.6M (+12.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETWOE2open Parent Holdings, Inc. | COM CL A | 17,823,200 | $203.5M | 4.5% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 1,993,900 | $280.1M | 6.2% | 00.0% | Unchanged | History |
| ALSumisho Air Lease Corp | CL A | 8,401,900 | $350.7M | 7.7% | −956,400−10.2% | Reduced | History |
| MCOMoodys Corp | Stock | 1,061,800 | $384.8M | 8.5% | −52,200−4.7% | Reduced | History |
| FNFFidelity National Financial, Inc. | COM SHS | 10,820,000 | $470.2M | 10.4% | −377,000−3.4% | Reduced | History |
| TDGTransDigm Group INC | COM | 793,256 | $513.5M | 11.3% | −28,200−3.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 276,500 | $675.2M | 14.9% | +57,000+26.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 226,400 | $778.9M | 17.2% | +55,500+32.5% | Added | History |
| NLSNNielsen Holdings plc | SHS EUR | 35,205,300 | $868.5M | 19.2% | 00.0% | Unchanged | History |