Windacre Partnership LLC
- SEC CIK
- 0001599383
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 9
- −1 vs. Q1 2022
- Portfolio value
- $4.76B
- +$7.81M (+0.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NLSNNielsen Holdings plc | SHS EUR | 98,190,100 | $2.28B | 47.9% | +63,634,800+184.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,148,000 | $653.0M | 13.7% | +138,000+2.3% | AddedConverted for a 20-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 257,200 | $560.5M | 11.8% | +25,200+10.9% | Added | History |
| TDGTransDigm Group INC | COM | 518,400 | $278.2M | 5.8% | −206,000−28.4% | Reduced | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 21,600,000 | $234.1M | 4.9% | +1,600,000+8.0% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 7,449,300 | $208.4M | 4.4% | 00.0% | Unchanged | History |
| HLFHerbalife Ltd. | COM SHS | 10,083,500 | $206.2M | 4.3% | +80,000+0.8% | Added | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 26,198,792 | $203.8M | 4.3% | 00.0% | Unchanged | History |
| SAPSAP SE | ADR | 1,541,600 | $139.9M | 2.9% | +73,000+5.0% | Added | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.