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WINDACRE PARTNERSHIP LLC
WINDACRE PARTNERSHIP LLC is an institution, managing $8.8B across 12 long positions as of Q3 2025 with 89% concentrated in top 10 holdings.
- Portfolio Value
- $8.8B
- Positions
- 12
- Top Holding
- FNF at 13.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WINDACRE PARTNERSHIP LLC's portfolio (89.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Specialty Financial Services | $1.1B | 13.02% | +$270.9M Bought | 6.96% 18.9M shares | |
Aerospace & Defense Industrials | $807.3M | 9.19% | -$132.1M Sold | 1.09% 612.5K shares | |
Unknown Unknown | $790.5M | 9.00% | +$133.0M Bought | — 9.4M shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $790.5M | 9.00% | +$133.0M Bought | 4.47% 9.4M shares | |
Semiconductors Technology | $789.6M | 8.99% | -$31.8M Sold | — 2.8M shares | |
Travel Services Consumer Cyclical | $787.0M | 8.96% | +$66.2M Bought | 2.98% 3.7M shares | |
Specialty Retail Consumer Cyclical | $768.7M | 8.75% | -$200.0M Sold | 0.03% 3.5M shares | |
Internet Content & Information Communication Services | $761.0M | 8.66% | -$13.9M Sold | 0.03% 3.1M shares | |
Unknown Unknown | $629.9M | 7.17% | +$357.1M Bought | — 2.4M shares | |
Financial - Data & Stock Exchanges Financial Services | $555.1M | 6.32% | +$86.4M Bought | 0.65% 1.2M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WINDACRE PARTNERSHIP LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+130.9% | |
+31.04% | |
+20.22% | |
+20.22% | |
+18.43% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-29.92% | |
-20.65% | |
-14.06% | |
-3.88% |
Analytics
Portfolio insights and performance metrics for WINDACRE PARTNERSHIP LLC
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