Stockbridge Partners as of March 31, 2024
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 19.5 | $948M | 770k | 1231.60 | |
| Amazon (AMZN) | 9.7 | $472M | 2.6M | 180.38 | |
| Vulcan Materials Company (VMC) | 9.7 | $470M | 1.7M | 272.92 | |
| Microsoft Corporation (MSFT) | 8.8 | $425M | 1.0M | 420.72 | |
| Thermo Fisher Scientific (TMO) | 8.4 | $409M | 704k | 581.21 | |
| Guidewire Software (GWRE) | 8.3 | $404M | 3.5M | 116.71 | |
| Waste Connections (WCN) | 8.3 | $402M | 2.3M | 172.01 | |
| Lamb Weston Hldgs (LW) | 8.3 | $401M | 3.8M | 106.53 | |
| New York Times Cl A (NYT) | 7.2 | $349M | 8.1M | 43.22 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.5 | $217M | 3.8M | 57.23 | |
| Charter Communications Inc N Cl A (CHTR) | 3.3 | $161M | 554k | 290.63 | |
| Uber Technologies (UBER) | 2.5 | $124M | 1.6M | 76.99 | |
| United Rentals (URI) | 1.5 | $73M | 101k | 721.11 |
