Berkshire Partners

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

  • Top 5 stock holdings are WMS, TDG, and represent 100.00% of Berkshire Partners's stock portfolio.
  • Added to shares of these 1 stocks: TDG.
  • Reduced shares in these 1 stocks: WMS (-$125M).
  • Berkshire Partners was a net seller of stock by $-125M.
  • Berkshire Partners has $1.2B in assets under management (AUM), dropping by -0.74%.
  • Central Index Key (CIK): 0001312988

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Positions held by Berkshire Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Berkshire Partners

Companies in the Berkshire Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Advanced Drain Sys Inc Del (WMS) 51.7 $643M -16% 6.2M 103.39
TransDigm Group Incorporated (TDG) 48.3 $601M 1.0M 587.92

Past Filings by Berkshire Partners

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

View all past filings