All Stocks Held By Stockbridge Partners LLC

As of 12/31/2023, we find all stocks held by Stockbridge Partners LLC to be as follows, presented in the table below with each row detailing each Stockbridge Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Stockbridge Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Stockbridge Partners LLC as of the latest filing.

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
UNITED RENTALS INC	100,580	+100,580	$57,675
URI	100,580	+100,580	$57,675
LIFESTANCE HEALTH GROUP INC			$0 (exited)
LFST	0	-2,813,215	$0
SERVICENOW INC			$0 (exited)
NOW	0	-298,367	$0
VISA INC	0	-677,873	$0 (exited)
V	0	-677,873	$0

See Summary: Stockbridge Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Stockbridge Partners LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
WCN	+993,747	+$148,337
URI	+100,580	+$57,675

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
NOW	-298,367	-$166,775
V	-677,873	-$155,918
LFST	-2,813,215	-$19,327

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
LW	+537,480	+$99,153
LBRDK	+501,400	+$5,144
VMC	+187,648	+$89,322
CHTR	+92,543	+$11,840
TMO	+86,579	+$61,684
NYT	+41,861	+$61,299
AMZN	+23,389	+$62,971
WMS	UNCH	+$20,454
MSFT	-75,869	+$32,460
TDG	-147,981	+$47,736

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
UBER	-4,386,925	-$158,480
GWRE	-844,354	-$15,510

Stockbridge Partners LLC Info

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
Berkshire Partners Holdings LLC
BPSP L.P.

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

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