$870 Million is the total value of WINDACRE PARTNERSHIP LLC's 7 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | Sell | TRANSDIGM GROUP INC | $250,831,000 | +3.2% | 817,200 | -7.7% | 28.83% | +4.1% |
| NLSN | Buy | NIELSEN HLDGS PLC | $139,847,000 | +70.5% | 4,399,100 | +95.2% | 16.07% | +72.1% |
| SC | Sell | SANTANDER CONSUMER USA HDG I | $124,227,000 | -24.7% | 7,621,300 | -14.0% | 14.28% | -24.0% |
| NXST | Buy | NEXSTAR MEDIA GROUP INCcl a | $100,748,000 | +71.9% | 1,515,000 | +102.2% | 11.58% | +73.6% |
| V | Buy | VISA INC | $91,629,000 | +7.7% | 766,000 | +2.7% | 10.53% | +8.7% |
| MCO | Sell | MOODYS CORP | $85,650,000 | -9.1% | 531,000 | -16.8% | 9.84% | -8.2% |
| SBS | Sell | COMPANHIA DE SANEAMENTO BASIsponsored adr | $77,213,000 | -48.7% | 7,291,100 | -49.3% | 8.87% | -48.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MOODYS CORP | 31 | Q3 2023 | 20.3% |
| TRANSDIGM GROUP INC | 26 | Q3 2023 | 33.8% |
| NIELSEN HLDGS PLC | 24 | Q3 2022 | 47.9% |
| Visa Inc-Class A Shares | 21 | Q3 2020 | 15.8% |
| Santander Consumer Usa Holdi | 20 | Q4 2020 | 44.4% |
| ALPHABET INC | 17 | Q3 2023 | 26.2% |
| COMPANHIA DE SANEAMENTO BASI | 15 | Q3 2018 | 24.4% |
| AMAZON COM INC | 14 | Q3 2023 | 20.6% |
| FIDELITY NATIONAL FINANCIAL | 14 | Q3 2023 | 18.7% |
| SAP SE | 12 | Q3 2023 | 6.2% |
View WINDACRE PARTNERSHIP LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Nielsen Holdings plc | October 13, 2022 | ? | ? |
| AIR LEASE CORP | February 14, 2022 | 6,291,500 | 5.5% |
| NEXSTAR MEDIA GROUP, INC. | February 14, 2020 | 1,334,500 | 2.9% |
View WINDACRE PARTNERSHIP LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR/A | 2023-11-16 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
View WINDACRE PARTNERSHIP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.