HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TRANSDIGM GROUP INC |
1,023,938 | -147,981 | $1,035,816 |
| TDG | 1,023,938 | -147,981 | $1,035,816 |
| VULCAN MATLS CO |
2,057,335 | +187,648 | $467,036 |
| VMC | 2,057,335 | +187,648 | $467,036 |
| THERMO FISHER SCIENTIFIC INC |
725,434 | +86,579 | $385,053 |
| TMO | 725,434 | +86,579 | $385,053 |
| NEW YORK TIMES CO |
7,647,531 | +41,861 | $374,653 |
| NYT | 7,647,531 | +41,861 | $374,653 |
| AMAZON COM INC |
2,417,336 | +23,389 | $367,290 |
| AMZN | 2,417,336 | +23,389 | $367,290 |
| MICROSOFT CORP |
935,741 | -75,869 | $351,876 |
| MSFT | 935,741 | -75,869 | $351,876 |
| GUIDEWIRE SOFTWARE INC |
3,176,527 | -844,354 | $346,369 |
| GWRE | 3,176,527 | -844,354 | $346,369 |
| LAMB WESTON HLDGS INC |
3,164,302 | +537,480 | $342,029 |
| LW | 3,164,302 | +537,480 | $342,029 |
| LIBERTY BROADBAND CORP |
3,787,842 | +501,400 | $305,262 |
| LBRDK | 3,787,842 | +501,400 | $305,262 |
| CHARTER COMMUNICATIONS INC N |
564,380 | +92,543 | $219,363 |
| CHTR | 564,380 | +92,543 | $219,363 |
| UBER TECHNOLOGIES INC |
2,777,584 | -4,386,925 | $171,016 |
| UBER | 2,777,584 | -4,386,925 | $171,016 |
| WASTE CONNECTIONS INC |
993,747 | +993,747 | $148,337 |
| WCN | 993,747 | +993,747 | $148,337 |
| ADVANCED DRAIN SYS INC DEL |
762,895 | UNCH | $107,294 |
| WMS | 762,895 | UNCH | $107,294 |
See Full List: All Stocks Held By Stockbridge Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stockbridge Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $4,679,069 At 09/30/2023: $4,497,004 Combined Holding Report Includes:
Stockbridge Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stockbridge Partners LLC 13F filings. Link to 13F filings: SEC filings |
