WPL
WINDACRE PARTNERSHIP LLC Portfolio holdings
AUM
$7.3B
This Quarter Return
+9.59%
1 Year Return
+24.77%
3 Year Return
+150.27%
5 Year Return
+226.24%
10 Year Return
+456.01%
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NLSN
Nielsen Holdings plc
NLSN
|
$43.7M |
| 2 |
Wells Fargo
WFC
|
$42.8M |
| 3 |
Fidelity National Financial
FNF
|
$28M |
| 4 |
Dollar General
DG
|
$18.6M |
| 5 |
Broadridge
BR
|
$17.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 46.96% |
| 2 | Industrials | 28.94% |
| 3 | Consumer Staples | 12.32% |
| 4 | Technology | 11.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NLSN
1
DELISTED
Nielsen Holdings plc
NLSN
| $43.7M | 28.94% | +975,900 | New | +$43.7M |
|
|
2
Wells Fargo
WFC
$263B
| $42.8M | 28.38% | +781,000 | New | +$42.8M |
|
|
3
Fidelity National Financial
FNF
$16.3B
| $28M | 18.58% | +813,500 | New | +$28M |
|
|
4
Dollar General
DG
$23.9B
| $18.6M | 12.32% | +262,800 | New | +$18.6M |
|
|
5
Broadridge
BR
$29.9B
| $17.8M | 11.79% | +385,000 | New | +$17.8M |
|