The Windacre Partnership Master Fund Lp
Institution · data to Jun 2023
Disclosed value
₹3,308 Cr
Jun 2023 closes
At current prices
…
Current holdings
2
Tracked since
Sep 2019
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2023)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Power Finance Corporation Ltd | 4.04% | 0.59 | ₹1,841 Cr |
| REC Ltd | 3.38% | 0.19 | ₹1,467 Cr |
Portfolio Summary
Jun 2023As of Jun 2023, The Windacre Partnership Master Fund Lp — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹3,308 crore. The same holdings-at-filing-value basis put it at ₹2,570 crore in Mar 2023 (+28.7%). Solomo carries these filings back to Sep 2019.
Largest disclosed positions in Jun 2023: Power Finance Corporation Ltd (PFC — 4.04% of the company, ₹1,841 crore); REC Ltd (RECLTD — 3.38% of the company, ₹1,467 crore).
Changes in the Jun 2023 filings: Stake reduced in Power Finance Corporation Ltd (−0.59 pp), REC Ltd (−0.19 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2023 | ₹3,308 Cr | +28.7% |
| Mar 2023 | ₹2,570 Cr | +0.8% |
| Dec 2022 | ₹2,550 Cr | +18.4% |
| Sep 2022 | ₹2,153 Cr | +13.3% |
| Jun 2022 | ₹1,899 Cr | −5.6% |
| Mar 2022 | ₹2,013 Cr | −3.5% |
| Dec 2021 | ₹2,086 Cr | −1.7% |
| Sep 2021 | ₹2,123 Cr | +13% |