WINDACRE PARTNERSHIP LLC - Q4 2020 holdings

$3.81 Billion is the total value of WINDACRE PARTNERSHIP LLC's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 27.3% .

 Value Shares↓ Weighting
NLSN SellNIELSEN HLDGS PLC$734,735,000
+46.6%
35,205,300
-0.4%
19.30%
+26.4%
TDG SellTRANSDIGM GROUP INC$520,886,000
-6.7%
841,700
-28.3%
13.69%
-19.5%
FNF SellFIDELITY NATIONAL FINANCIAL$503,397,000
+17.5%
12,877,900
-5.9%
13.23%
+1.3%
AL SellAIR LEASE CORPcl a$488,176,000
+47.6%
10,990,000
-2.2%
12.83%
+27.3%
WFC BuyWELLS FARGO CO NEW$369,527,000
+140.8%
12,244,100
+87.6%
9.71%
+107.7%
AMZN BuyAMAZON COM INC$272,849,000
+37.8%
83,775
+33.2%
7.17%
+18.8%
SC SellSANTANDER CONSUMER USA HDG I$239,774,000
-6.0%
10,888,900
-22.4%
6.30%
-19.0%
MCO BuyMOODYS CORP$237,765,000
+31.7%
819,200
+31.5%
6.25%
+13.5%
SAP NewSAP SEspon adr$236,997,0001,817,600
+100.0%
6.23%
GOOGL SellALPHABET INCcap stk cl a$201,729,000
-3.6%
115,100
-19.4%
5.30%
-16.9%
V ExitVISA INC$0-945,000
-100.0%
-5.76%
DFS ExitDISCOVER FINL SVCS$0-4,819,700
-100.0%
-8.48%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MOODYS CORP31Q3 202320.3%
TRANSDIGM GROUP INC26Q3 202333.8%
NIELSEN HLDGS PLC24Q3 202247.9%
Visa Inc-Class A Shares21Q3 202015.8%
Santander Consumer Usa Holdi20Q4 202044.4%
ALPHABET INC17Q3 202326.2%
COMPANHIA DE SANEAMENTO BASI15Q3 201824.4%
AMAZON COM INC14Q3 202320.6%
FIDELITY NATIONAL FINANCIAL14Q3 202318.7%
SAP SE12Q3 20236.2%

View WINDACRE PARTNERSHIP LLC's complete holdings history.

Latest significant ownerships (13-D/G)
WINDACRE PARTNERSHIP LLC Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Nielsen Holdings plcOctober 13, 2022? ?
AIR LEASE CORPFebruary 14, 20226,291,5005.5%
NEXSTAR MEDIA GROUP, INC.February 14, 20201,334,5002.9%

View WINDACRE PARTNERSHIP LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G2024-02-14
13F-HR/A2023-11-16
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15

View WINDACRE PARTNERSHIP LLC's complete filings history.

Compare quarters

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