WINDACRE PARTNERSHIP LLC Concentrated Active

Location: Houston, TX

CIK: 0001599383 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value: $1.796B (100.0% shares, 0.0% debt)

Holdings (6)

TDG TRANSDIGM GROUP INC 29.5%

Value $531M Shares 1,168,900 Est. Cost $213.94 Unrealized +40.8%

— NIELSEN HLDGS PLC 22.8%

Value $410M Shares 17,317,500 Est. Cost $27.25 Unrealized —

MCO MOODYS CORP 15.0%

Value $270M Shares 1,491,200 Est. Cost $125.87 Unrealized +23.1%

V VISA INC 11.7%

Value $210M Shares 1,342,000 Est. Cost $103.11 Unrealized +33.2%

— SANTANDER CONSUMER USA HDG I 10.6%

Value $190M Shares 8,968,600 Est. Cost $14.46 Unrealized —

NXST NEXSTAR MEDIA GROUP INC 10.4%

Value $186M Shares 1,720,500 Est. Cost $59.89 Unrealized +25.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TDG	TRANSDIGM GROUP INC	1,168,900	$531M	29.5%	$213.94	+40.8%	COM	893641100
—	NIELSEN HLDGS PLC	17,317,500	$410M	22.8%	$27.25	—	SHS EUR	G6518L108
MCO	MOODYS CORP	1,491,200	$270M	15.0%	$125.87	+23.1%	COM	615369105
V	VISA INC	1,342,000	$210M	11.7%	$103.11	+33.2%	COM CL A	92826C839
—	SANTANDER CONSUMER USA HDG I	8,968,600	$190M	10.6%	$14.46	—	COM	80283M101
NXST	NEXSTAR MEDIA GROUP INC	1,720,500	$186M	10.4%	$59.89	+25.6%	CL A	65336K103