Windacre Partnership LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investment blog writer, it is important to keep up with the latest trends in the stock market. Therefore, we are going to take a closer look at Windacre Partnership LLC's 13F filings for Q3 2022 and Q4 2022, and make a comparison of its holdings.

Windacre Partnership LLC is a well-known and successful investment firm based in the United States. The firm, which was founded in 1999 by Michael Dell, focuses on long-term investments in publicly traded equities. With a solid record of generating positive returns for its investors, Windacre's 13F filings are closely watched by investors in the stock market.

In Q3 2022, Windacre had holdings in a total of 12 companies, with a total value of $7,414,217. However, by the end of Q4 2022, the firm had increased its holdings by over 20%, with a total value of $8,109,388. This represents a significant increase of over 9.4% in the value of the firm's holdings in just one quarter.

One of the companies that saw a significant increase in Windacre's holdings was Alphabet Inc. In Q3 2022, Windacre held 5,911,000 shares in Alphabet, with a value of $565,387. However, by the end of Q4 2022, the firm had increased its holdings to 8,753,400 shares, with a value of $772,312, representing an impressive 36.6% increase in the value of its holdings.

Amazon.com Inc. was another company that saw a change in Windacre's holdings. In Q3 2022, the firm held 6,512,000 shares in Amazon, with a value of $735,856. However, by the end of Q4 2022, the firm had reduced its holdings to 8,416,200 shares, with a value of $706,960, representing a decrease of 3.9% in the value of its holdings.

Fidelity National Financial was one of the companies that saw the most significant increase in Windacre's holdings. In Q3 2022, the firm held 7,895,000 shares in FNF, with a value of $285,799. By the end of Q4 2022, the firm had increased its holdings to 9,485,000 shares, with a total value of $356,825, which represents a remarkable 24.9% increase in the value of its holdings.

Verisign Inc. also witnessed a significant increase in Windacre's holdings. In Q3 2022, Windacre held 760,000 shares in Verisign, with a value of $132,012. However, by the end of Q4 2022, the firm had increased its holdings to 1,520,000 shares, with a value of $312,268, representing an impressive 136.5% increase in the value of its holdings.

Taiwan Semiconductor was another company that experienced a change in Windacre's holdings. In Q3 2022, the firm held no shares in the company, but by the end of Q4 2022, it had increased its holdings to 3,290,000 shares, with a total value of $245,072.

Overall, Windacre Partnership LLC's Q3 2022 versus Q4 2022 13F filings show that the investment firm increased its holdings in most of its companies. This indicates that Windacre is confident in the long-term prospects of these companies.

In conclusion, keep an eye on these companies as they may be a good investment opportunity. Always remember to conduct your own research before making investment decisions.