Windacre Partnership LLC
- SEC CIK
- 0001599383
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 10
- 0 vs. Q4 2021
- Portfolio value
- $4.76B
- +$270.6M (+6.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 300,500 | $979.6M | 20.6% | +76,100+33.9% | Added | History |
| NLSNNielsen Holdings plc | SHS EUR | 34,555,300 | $941.3M | 19.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 232,000 | $645.3M | 13.6% | −58,700−20.2% | Reduced | History |
| TDGTransDigm Group INC | COM | 724,400 | $472.0M | 9.9% | −261,100−26.5% | Reduced | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 28,314,000 | $395.8M | 8.3% | +28,314,000 | New | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 7,449,300 | $382.6M | 8.0% | +245,000+3.4% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 10,003,500 | $303.7M | 6.4% | +7,338,300+275.3% | Added | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 20,000,000 | $242.2M | 5.1% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 26,198,792 | $230.8M | 4.9% | +1,230,250+4.9% | Added | History |
| SAPSAP SE | ADR | 1,468,600 | $163.0M | 3.4% | −52,000−3.4% | Reduced | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.