$1.92 Billion is the total value of WINDACRE PARTNERSHIP LLC's 7 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCO | Sell | MOODYS CORP | $384,889,000 | +4.9% | 1,621,200 | -9.5% | 20.03% | +9.1% |
| NLSN | Buy | NIELSEN HLDGS PLC | $342,841,000 | +5.6% | 16,888,700 | +10.5% | 17.84% | +9.8% |
| TDG | Sell | TRANSDIGM GROUP INC | $337,848,000 | -25.6% | 603,300 | -30.8% | 17.58% | -22.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $260,645,000 | +16.3% | 194,600 | +6.0% | 13.57% | +20.9% |
| V | Sell | VISA INC | $237,506,000 | +5.9% | 1,264,000 | -3.1% | 12.36% | +10.1% |
| SC | Buy | SANTANDER CONSUMER USA HDG I | $201,174,000 | +0.1% | 8,608,200 | +9.3% | 10.47% | +4.2% |
| NXST | Sell | NEXSTAR MEDIA GROUP INCcl a | $156,470,000 | -23.2% | 1,334,500 | -33.0% | 8.14% | -20.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.