WINDACRE PARTNERSHIP LLC
13F filer · CIK 1599383 · Houston, TX
Summary
WINDACRE PARTNERSHIP LLC reported $10.11B across 11 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ROP (28.9%), EXPE (9.9%), FNF (9.7%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 6, trimmed 4 and sold out of 0.
Reported value$10.11B
Positions11
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added6
Trimmed4
Sold out0
Top 11 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 28.9%Value $2.92BPrice $349.45Shares 8.63M +15.10%Since Jun 30 +3.27%
Weight 9.9%Value $1.00BPrice $266.33Shares 3.91M +13.87%Since Jun 30 +4.08%
Weight 9.7%Value $985.78MPrice $41.16Shares 20.90MSince Jun 30 -12.72%
Weight 9.0%Value $911.25MPrice $1100Shares 684K +34.24%Since Jun 30 -17.44%
Weight 6.7%Value $677.98MPrice $210.85Shares 4.40M +59.27%Since Jun 30 +36.82%
Weight 6.5%Value $660.15MPrice $62.26Shares 8.42M +2.40%Since Jun 30 -20.59%
Weight 6.3%Value $638.57MPrice $454.82Shares 1.41M +5.78%Since Jun 30 +0.42%
Weight 6.2%Value $629.44MPrice $456.94Shares 1.32M -40.66%Since Jun 30 -4.32%
Weight 5.7%Value $577.38MPrice $246.67Shares 2.42M -38.79%Since Jun 30 +3.50%
Weight 5.7%Value $575.70MPrice $26.92Shares 16.15M -26.11%Since Jun 30 -24.49%
Weight 5.3%Value $537.78MPrice $227.21Shares 2.69M -17.38%Since Jun 30 +13.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 28.9% | $2.92B | +3.27% | +15.10% | Add | |
| 9.9% | $1.00B | +4.08% | +13.87% | Add | |
| 9.7% | $985.78M | -12.72% | — | Hold | |
| 9.0% | $911.25M | -17.44% | +34.24% | Add | |
| 6.7% | $677.98M | +36.82% | +59.27% | Add | |
| 6.5% | $660.15M | -20.59% | +2.40% | Add | |
| 6.3% | $638.57M | +0.42% | +5.78% | Add | |
| 6.2% | $629.44M | -4.32% | -40.66% | Trim | |
| 5.7% | $577.38M | +3.50% | -38.79% | Trim | |
| 5.7% | $575.70M | -24.49% | -26.11% | Trim | |
| 5.3% | $537.78M | +13.55% | -17.38% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.