Stockbridge Partners as of Sept. 30, 2024
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 20.2 | $1.0B | 706k | 1427.13 | |
| Amazon (AMZN) | 12.6 | $627M | 3.4M | 186.33 | |
| Guidewire Software (GWRE) | 9.1 | $453M | 2.5M | 182.94 | |
| Vulcan Materials Company (VMC) | 7.9 | $393M | 1.6M | 250.43 | |
| Deere & Company (DE) | 7.4 | $369M | 884k | 417.33 | |
| Thermo Fisher Scientific (TMO) | 7.2 | $357M | 577k | 618.57 | |
| Hilton Worldwide Holdings (HLT) | 7.1 | $356M | 1.5M | 230.50 | |
| New York Times Cl A (NYT) | 7.1 | $352M | 6.3M | 55.67 | |
| Waste Connections (WCN) | 6.6 | $329M | 1.8M | 178.82 | |
| Microsoft Corporation (MSFT) | 6.6 | $327M | 759k | 430.30 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.9 | $293M | 3.8M | 77.29 | |
| Charter Communications Inc N Cl A (CHTR) | 1.8 | $88M | 273k | 324.08 | |
| Procore Technologies (PCOR) | 0.6 | $30M | 487k | 61.72 |
