SP

Stockbridge Partners LLC

13F
Stockbridge Partners LLC
Last update 2024-08-14 13 Stocks (2 new)
Value $4.84 Bil Turnover 8 %
Countries:
Top Holdings: TDG(18.66%)GWRE(10.99%)AMZN(10.29%)MSFT(9.20%)NYT(7.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stockbridge Partners LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TDG 		TransDigm Group Inc
706,338
902424.490
-8.27%
18.660
-1.62%
1.260
+15.86%
+41.00%
75966.211
Aerospace & Defense
GWRE 		Guidewire Software Inc
3,855,646
531655.030
+11.46%
10.990
+1.13%
4.660
+34.57%
+78.77%
16280.384
Software
AMZN 		Amazon.com Inc
2,576,286
497867.270
-1.47%
10.290
-0.14%
0.020
+25.56%
+37.01%
2189014.992
Retail - Cyclical
MSFT 		Microsoft Corp
995,692
445024.540
-1.48%
9.200
-0.13%
0.010
+5.12%
+12.98%
3141534.523
Software
NYT 		New York Times Co
7,090,326
363095.590
-12.21%
7.510
-0.88%
4.320
+5.03%
+16.05%
9227.356
Media - Diversified
VMC 		Vulcan Materials Co
1,431,199
355910.570
-16.88%
7.360
-1.63%
1.080
+19.09%
+29.68%
38602.827
Building Materials
WCN 		Waste Connections Inc
2,026,369
355344.070
-13.18%
7.350
-1.09%
0.790
+2.45%
+24.13%
47484.239
Waste Management
TMO 		Thermo Fisher Scientific Inc
632,418
349727.150
-10.22%
7.230
-0.86%
0.170
-7.99%
+4.15%
211040.696
Medical Diagnostics & Research
LW 		Lamb Weston Holdings Inc
3,985,409
335093.190
+5.77%
6.930
+0.38%
2.770
+37.75%
-23.46%
11578.939
Consumer Packaged Goods
LBRDK 		Liberty Broadband Corp
3,787,842
207649.500
0%
4.290
0%
2.650
+50.71%
+21.37%
13954.850
Telecommunication Services

Stockbridge Partners LLC's Historical Top Holdings Breakdowns

Stockbridge Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HLT 		Hilton Worldwide Holdings Inc2024-06-30New Buy
+4.26%
●
194.47 ($205.39) 218.2
$247.65
20.58%
New holding
943,806
943,806
DE 		Deere & Co2024-06-30New Buy
+2.65%
●
364.98 ($390.01) 414.02
$394.06
1.04%
New holding
343,363
343,363
UBER 		Uber Technologies Inc2024-06-30Sold Out
-2.55%
●
63.52 ($69.5) 77.16
$72.04
3.65%
Sold Out
0
-1,604,827
VMC 		Vulcan Materials Co2024-06-30Reduce
-1.63%
●
244.64 ($258.41) 272.07
$292.31
13.12%
Reduce -16.88%
1,431,199
-290,552
TDG 		TransDigm Group Inc2024-06-30Reduce
-1.62%
●
1187.7 ($1282.14) 1362.3
$1,350.98
5.37%
Reduce -8.27%
706,338
-63,710
URI 		United Rentals Inc2024-06-30Sold Out
-1.49%
●
616.21 ($664.6) 712.69
$875.01
31.66%
Sold Out
0
-100,580
GWRE 		Guidewire Software Inc2024-06-30Add
+1.13%
●
107.64 ($120.31) 137.89
$194.93
62.02%
Add 11.46%
3,855,646
396,548
WCN 		Waste Connections Inc2024-06-30Reduce
-1.09%
●
160.43 ($167.13) 175.78
$184.04
10.12%
Reduce -13.18%
2,026,369
-307,631
NYT 		New York Times Co2024-06-30Reduce
-0.88%
●
41.61 ($47.02) 51.21
$56.28
19.69%
Reduce -12.21%
7,090,326
-985,800
TMO 		Thermo Fisher Scientific Inc2024-06-30Reduce
-0.86%
●
541.52 ($572.88) 599.02
$551.74
-3.69%
Reduce -10.22%
632,418
-72,004

Stockbridge Partners LLC Total Holding History ($B)

To

Stockbridge Partners LLC's Asset Allocation

To

Stockbridge Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stockbridge Partners LLC's Hypothetical Growth since 2024-06-30

Stockbridge Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stockbridge Partners LLC's Holdings Heat Map

Size field:

Stockbridge Partners LLC's Holdings Bubble Chart

Stockbridge Partners LLC News

  • 1

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