HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TRANSDIGM GROUP INC |
10,500 | -1,500 | $10,622 |
| TDG | 10,500 | -1,500 | $10,622 |
| CANADIAN PACIFIC KANSAS CITY |
117,000 | +17,000 | $9,250 |
| CP | 117,000 | +17,000 | $9,250 |
| SHERWIN WILLIAMS CO |
29,000 | UNCH | $9,045 |
| SHW | 29,000 | UNCH | $9,045 |
| THERMO FISHER SCIENTIFIC INC |
16,500 | +4,500 | $8,758 |
| TMO | 16,500 | +4,500 | $8,758 |
| MASTERCARD INCORPORATED |
20,000 | -8,000 | $8,530 |
| MA | 20,000 | -8,000 | $8,530 |
| MICROSOFT CORP |
20,000 | -14,000 | $7,521 |
| MSFT | 20,000 | -14,000 | $7,521 |
| WASTE CONNECTIONS INC |
50,000 | +50,000 | $7,464 |
| WCN | 50,000 | +50,000 | $7,464 |
| GENERAL ELECTRIC CO |
52,000 | +34,000 | $6,637 |
| GE | 52,000 | +34,000 | $6,637 |
| ALPHABET INC |
43,000 | +10,000 | $6,060 |
| GOOG | 43,000 | +10,000 | $6,060 |
| MOODYS CORP |
15,000 | -11,000 | $5,858 |
| MCO | 15,000 | -11,000 | $5,858 |
See Full List: All Stocks Held By Bluegrass Capital Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Bluegrass Capital Partners LP
|
Size ($ in 1000's)
At 12/31/2023: $84,591 At 09/30/2023: $82,403 Bluegrass Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bluegrass Capital Partners LP 13F filings. Link to 13F filings: SEC filings |
