Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 14
- −1 vs. Q3 2023
- Portfolio value
- $4.68B
- +$182.1M (+4.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 1,023,938 | $1.04B | 22.1% | −147,981−12.6% | Reduced | History |
| VMCVulcan Materials CO | COM | 2,057,335 | $467.0M | 10.0% | +187,648+10.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 725,434 | $385.1M | 8.2% | +86,579+13.6% | Added | History |
| NYTNew York Times Co | CL A | 7,647,531 | $374.7M | 8.0% | +41,861+0.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,417,336 | $367.3M | 7.8% | +23,389+1.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 935,741 | $351.9M | 7.5% | −75,869−7.5% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 3,176,527 | $346.4M | 7.4% | −844,354−21.0% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 3,164,302 | $342.0M | 7.3% | +537,480+20.5% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 3,787,842 | $305.3M | 6.5% | +501,400+15.3% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 564,380 | $219.4M | 4.7% | +92,543+19.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 2,777,584 | $171.0M | 3.7% | −4,386,925−61.2% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 993,747 | $148.3M | 3.2% | +993,747 | New | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 762,895 | $107.3M | 2.3% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 100,580 | $57.7M | 1.2% | +100,580 | New | History |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.