Stockbridge Partners as of Dec. 31, 2023
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transdigm Group Common (TDG) | 22.1 | $1.0B | 1.0M | 1011.60 | |
| Vulcan Matls Common (VMC) | 10.0 | $467M | 2.1M | 227.01 | |
| Thermo Fisher Scientific Common (TMO) | 8.2 | $385M | 725k | 530.79 | |
| New York Times Class A (NYT) | 8.0 | $375M | 7.6M | 48.99 | |
| Amazon Common (AMZN) | 7.8 | $367M | 2.4M | 151.94 | |
| Microsoft Corp Common (MSFT) | 7.5 | $352M | 936k | 376.04 | |
| Guidewire Software Common (GWRE) | 7.4 | $346M | 3.2M | 109.04 | |
| Lamb Weston Hldgs Common (LW) | 7.3 | $342M | 3.2M | 108.09 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.5 | $305M | 3.8M | 80.59 | |
| Charter Communications Inc N Class A (CHTR) | 4.7 | $219M | 564k | 388.68 | |
| Uber Technologies Common (UBER) | 3.7 | $171M | 2.8M | 61.57 | |
| Waste Connections Common (WCN) | 3.2 | $148M | 994k | 149.27 | |
| Advanced Drain Sys Inc Del Common (WMS) | 2.3 | $107M | 763k | 140.64 | |
| United Rentals Common (URI) | 1.2 | $58M | 101k | 573.42 |
