WINDACRE PARTNERSHIP LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$3.3T
Holdings
11
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | T7DTRANSDIGM GROUP INC | 1,174,483 | $558.0B | 17.00% | |
| 2 | —NIELSEN HLDGS PLC | 35,337,000 | $501.1B | 15.27% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 13,686,900 | $428.5B | 13.06% | |
| 4 | ALAIR LEASE CORP | 11,240,000 | $330.7B | 10.07% | |
| 5 | DFSEURDISCOVER FINL SVCS | 4,819,700 | $278.5B | 8.48% | |
| 6 | SCSANTANDER CONSUMER USA HDG I | 14,026,500 | $255.1B | 7.77% | |
| 7 | GOOGLALPHABET INC | 142,800 | $209.3B | 6.38% | |
| 8 | AMZNAMAZON COM INC | 62,875 | $198.0B | 6.03% | |
| 9 | VVISA INC | 945,000 | $189.0B | 5.76% | |
| 10 | MCOMOODYS CORP | 623,000 | $180.6B | 5.50% | |
| 11 | WFCWELLS FARGO CO NEW | 6,526,800 | $153.4B | 4.68% |