Berkshire Partners

Latest statistics and disclosures from Berkshire Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TDG, WMS, PTLO, and represent 100.00% of Berkshire Partners's stock portfolio.
  • Added to shares of these 1 stocks: PTLO (+$303M).
  • Started 1 new stock positions in PTLO.
  • Reduced shares in these 1 stocks: WMS (-$153M).
  • Berkshire Partners was a net buyer of stock by $150M.
  • Berkshire Partners has $1.4B in assets under management (AUM), dropping by 19.35%.
  • Central Index Key (CIK): 0001312988

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Portfolio Holdings for Berkshire Partners

Companies in the Berkshire Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TransDigm Group Incorporated (TDG) 46.3 $666M 1.0M 651.54
Advanced Drain Sys Inc Del (WMS) 32.7 $470M -24% 4.0M 118.81
Portillos Com Cl A (PTLO) 21.1 $303M NEW 12M 24.56

Past Filings by Berkshire Partners

SEC 13F filings are viewable for Berkshire Partners going back to 2010

View all past filings