WPL

WINDACRE PARTNERSHIP LLC Portfolio holdings

AUM $7.3B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$30.9M
2 +$30.8M
3 +$18.2M
4
NLSN
Nielsen Holdings plc
NLSN
+$15.9M
5
V icon
Visa
V
+$9.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 52.94%
2 Industrials 32.15%
3 Utilities 14.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$173M 29.44%
642,100
+114,900
2
$162M 27.55%
12,664,000
+2,415,500
3
$87.5M 14.91%
9,188,000
+1,908,400
4
$80.3M 13.69%
660,000
+65,400
5
$68.6M 11.69%
731,000
+100,000
6
$15.9M 2.71%
+411,600