Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 13
- 0 vs. Q1 2024
- Portfolio value
- $4.84B
- −$17.3M (−0.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 706,338 | $902.4M | 18.7% | −63,710−8.3% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 3,855,646 | $531.7M | 11.0% | +396,548+11.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,576,286 | $497.9M | 10.3% | −38,412−1.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 995,692 | $445.0M | 9.2% | −14,914−1.5% | Reduced | History |
| NYTNew York Times Co | CL A | 7,090,326 | $363.1M | 7.5% | −985,800−12.2% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,431,199 | $355.9M | 7.4% | −290,552−16.9% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,026,369 | $355.3M | 7.3% | −307,631−13.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 632,418 | $349.7M | 7.2% | −72,004−10.2% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 3,985,409 | $335.1M | 6.9% | +217,461+5.8% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 3,787,842 | $207.6M | 4.3% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 943,806 | $205.9M | 4.3% | +943,806 | New | History |
| CHTRCharter Communications, Inc. | CL A | 530,609 | $158.6M | 3.3% | −23,089−4.2% | Reduced | History |
| DEDeere & Co | Stock | 343,363 | $128.3M | 2.7% | +343,363 | New | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.