WINDACRE PARTNERSHIP LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.8T
Holdings
10
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —NIELSEN HLDGS PLC | 35,205,300 | $734.7B | 19.31% | |
| 2 | T7DTRANSDIGM GROUP INC | 841,700 | $520.9B | 13.69% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 12,877,900 | $503.4B | 13.23% | |
| 4 | ALAIR LEASE CORP | 10,990,000 | $488.2B | 12.83% | |
| 5 | WFCWELLS FARGO CO NEW | 12,244,100 | $369.5B | 9.71% | |
| 6 | AMZNAMAZON COM INC | 83,775 | $272.8B | 7.17% | |
| 7 | SCSANTANDER CONSUMER USA HDG I | 10,888,900 | $239.8B | 6.30% | |
| 8 | MCOMOODYS CORP | 819,200 | $237.8B | 6.25% | |
| 9 | SAPSAP SE | 1,817,600 | $237.0B | 6.23% | |
| 10 | GOOGLALPHABET INC | 115,100 | $201.7B | 5.30% |