Stockbridge Partners as of June 30, 2024
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.7 | $902M | 706k | 1277.61 | |
| Guidewire Software (GWRE) | 11.0 | $532M | 3.9M | 137.89 | |
| Amazon (AMZN) | 10.3 | $498M | 2.6M | 193.25 | |
| Microsoft Corporation (MSFT) | 9.2 | $445M | 996k | 446.95 | |
| New York Times Cl A (NYT) | 7.5 | $363M | 7.1M | 51.21 | |
| Vulcan Materials Company (VMC) | 7.4 | $356M | 1.4M | 248.68 | |
| Waste Connections (WCN) | 7.3 | $355M | 2.0M | 175.36 | |
| Thermo Fisher Scientific (TMO) | 7.2 | $350M | 632k | 553.00 | |
| Lamb Weston Hldgs (LW) | 6.9 | $335M | 4.0M | 84.08 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.3 | $208M | 3.8M | 54.82 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $206M | 944k | 218.20 | |
| Charter Communications Inc N Cl A (CHTR) | 3.3 | $159M | 531k | 298.96 | |
| Deere & Company (DE) | 2.7 | $128M | 343k | 373.63 |
