Stockbridge Partners as of Sept. 30, 2023
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 22.0 | $988M | 1.2M | 843.13 | |
| Vulcan Materials Company (VMC) | 8.4 | $378M | 1.9M | 202.02 | |
| Guidewire Software (GWRE) | 8.0 | $362M | 4.0M | 90.00 | |
| Uber Technologies (UBER) | 7.3 | $330M | 7.2M | 45.99 | |
| Thermo Fisher Scientific (TMO) | 7.2 | $323M | 639k | 506.17 | |
| Microsoft Corporation (MSFT) | 7.1 | $319M | 1.0M | 315.75 | |
| New York Times Cl A (NYT) | 7.0 | $313M | 7.6M | 41.20 | |
| Amazon (AMZN) | 6.8 | $304M | 2.4M | 127.12 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.7 | $300M | 3.3M | 91.32 | |
| Lamb Weston Hldgs (LW) | 5.4 | $243M | 2.6M | 92.46 | |
| Charter Communications Inc N Cl A (CHTR) | 4.6 | $208M | 472k | 439.82 | |
| Servicenow (NOW) | 3.7 | $167M | 298k | 558.96 | |
| Visa Com Cl A (V) | 3.5 | $156M | 678k | 230.01 | |
| Advanced Drain Sys Inc Del (WMS) | 1.9 | $87M | 763k | 113.83 | |
| Lifestance Health Group (LFST) | 0.4 | $19M | 2.8M | 6.87 |
