Stockbridge Partners LLC
- SEC CIK
- 0001505183
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 12
- −1 vs. Q3 2024
- Portfolio value
- $4.71B
- −$268.0M (−5.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 668,285 | $846.9M | 18.0% | −38,053−5.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,315,726 | $727.4M | 15.4% | −46,691−1.4% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 2,678,857 | $451.6M | 9.6% | +205,382+8.3% | Added | History |
| VMCVulcan Materials CO | COM | 1,746,482 | $449.2M | 9.5% | +177,918+11.3% | Added | History |
| DEDeere & Co | Stock | 882,306 | $373.8M | 7.9% | −1,931−0.2% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 1,492,889 | $369.0M | 7.8% | −51,510−3.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 846,730 | $356.9M | 7.6% | +87,452+11.5% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,968,464 | $337.7M | 7.2% | +127,454+6.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 566,583 | $294.8M | 6.3% | −10,000−1.7% | Reduced | History |
| NYTNew York Times Co | CL A | 4,386,211 | $228.3M | 4.8% | −1,936,050−30.6% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 1,866,717 | $139.6M | 3.0% | −1,921,125−50.7% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 652,840 | $137.3M | 2.9% | +652,840 | New | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.