$4.49 Billion is the total value of WINDACRE PARTNERSHIP LLC's 10 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | PERIMETER SOLUTIONS SA | $277,800,000 | – | 20,000,000 | +100.0% | 6.19% | – | |
HLF | New | HERBALIFE NUTRITION LTD | $109,087,000 | – | 2,665,200 | +100.0% | 2.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.