LINONIA PARTNERSHIP LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NYT | 9.03M | $756.42M |
 | SGI | 8.78M | $649.17M |
 | GWRE | 7.65M | $1.14B |
 | LLYVK | 6.19M | $582.79M |
 | VEEV | 4.92M | $865.06M |
 | TW | 2.79M | $328.42M |
 | FWONK | 2.74M | $232.62M |
 | LLYVA | 2.50M | $229.00M |
 | FWONA | 2.12M | $165.38M |
 | SATS | 696K | $81.46M |
 | LYV | 673K | $102.65M |
 | MELI | 130K | $225.22M |
 | SHAK | 96K | $8.45M |
 | TDG | 11K | $12.77M |
The New York Times Company
NYT
Shares Held
9.03M
Value
$756.42M
Somnigroup International Inc
SGI
Shares Held
8.78M
Value
$649.17M
Guidewire Software, Inc.
GWRE
Shares Held
7.65M
Value
$1.14B
Liberty Live Group
LLYVK
Shares Held
6.19M
Value
$582.79M
Veeva Systems Inc.
VEEV
Shares Held
4.92M
Value
$865.06M
Tradeweb Markets Inc.
TW
Shares Held
2.79M
Value
$328.42M
Formula One Group
FWONK
Shares Held
2.74M
Value
$232.62M
Liberty Live Group
LLYVA
Shares Held
2.50M
Value
$229.00M
Formula One Group
FWONA
Shares Held
2.12M
Value
$165.38M
EchoStar Corporation
SATS
Shares Held
696K
Value
$81.46M
Live Nation Entertainment, Inc.
LYV
Shares Held
673K
Value
$102.65M
MercadoLibre, Inc.
MELI
Shares Held
130K
Value
$225.22M
Shake Shack Inc.
SHAK
Shares Held
96K
Value
$8.45M
TransDigm Group Incorporated
TDG
Shares Held
11K
Value
$12.77M