$2.07 Billion is the total value of WINDACRE PARTNERSHIP LLC's 6 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | Buy | TRANSDIGM GROUP INC | $598,944,000 | +12.9% | 1,238,000 | +5.9% | 28.99% | -1.9% |
| NLSN | Buy | NIELSEN HLDGS PLC | $451,819,000 | +10.2% | 19,992,000 | +15.4% | 21.87% | -4.2% |
| MCO | Buy | MOODYS CORP | $320,699,000 | +18.8% | 1,642,000 | +10.1% | 15.52% | +3.3% |
| V | Buy | VISA INC | $293,647,000 | +40.1% | 1,692,000 | +26.1% | 14.22% | +21.8% |
| SC | Buy | SANTANDER CONSUMER USA HDG I | $218,218,000 | +15.2% | 9,107,600 | +1.5% | 10.56% | +0.1% |
| NXST | Buy | NEXSTAR MEDIA GROUP INCcl a | $182,406,000 | -2.2% | 1,806,000 | +5.0% | 8.83% | -14.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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.