Filer Name: LINONIA PARTNERSHIP LP
CIK: 1985479
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 9
Portfolio Value: $1.90B

Linonia Partnership Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GWRE US GUIDEWIRE SOFTWARE INC 2,395,601 $404M 21.25% - -
LLYVK US LIBERTY MEDIA CORP-LIBERTY-C 5,703,902 $388M 20.42% - -
TPX US TEMPUR SEALY INTERNATIONAL I 4,824,379 $273M 14.39% 17.8% -
VEEV US VEEVA SYSTEMS INC-CLASS A 1,202,972 $253M 13.31% 42.1% -
FWONA US LIBERTY MEDIA CORP-LIB-NEW-A 2,354,476 $198M 10.41% 4.9% -
LLYVA US LIBERTY MEDIA CORP-LIBERTY-A 2,498,950 $166M 8.75% - -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 1,454,353 $135M 7.09% 0.5% -
TDG US TRANSDIGM GROUP INC 48,159 $61M 3.21% - -
SHAK US SHAKE SHACK INC - CLASS A 172,305 $22M 1.18% -64.3% -
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