Stockbridge Partners LLC Top Holdings and 13F Report (2024) About Stockbridge Partners LLCInvestment ActivityStockbridge Partners LLC has $4.98 billion in total holdings as of September 30, 2024.Stockbridge Partners LLC owns shares of 13 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.55% of the portfolio was purchased this quarter.About 17.74% of the portfolio was sold this quarter.This quarter, Stockbridge Partners LLC has purchased 13 new stocks and bought additional shares in 4 stocks.Stockbridge Partners LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings TransDigm Group $1,008,036,150Amazon.com $626,519,160Guidewire Software $452,497,517Vulcan Materials $392,815,483Deere & Company $369,018,627 Largest New Holdings this Quarter Procore Technologies $30,044,926 Holding Largest Purchases this Quarter Deere & Company 540,874 shares (about $225.72M)Amazon.com 786,131 shares (about $146.48M)Hilton Worldwide 600,593 shares (about $138.44M)Vulcan Materials 137,365 shares (about $34.40M)Procore Technologies 486,794 shares (about $30.04M) Largest Sales this Quarter Guidewire Software 1,382,171 shares (about $252.85M)Microsoft 236,414 shares (about $101.73M)Charter Communications 258,089 shares (about $83.64M)New York Times 768,065 shares (about $42.76M)Thermo Fisher Scientific 55,835 shares (about $34.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStockbridge Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDGTransDigm Group$1,008,036,1500.0%706,33820.2%AerospaceAMZNAmazon.com$626,519,160$146,479,789 ▲30.5%3,362,41712.6%Retail/WholesaleGWREGuidewire Software$452,497,517$252,854,363 ▼-35.8%2,473,4759.1%Computer and TechnologyVMCVulcan Materials$392,815,483$34,400,317 ▲9.6%1,568,5647.9%ConstructionDEDeere & Company$369,018,627$225,722,946 ▲157.5%884,2377.4%Industrial ProductsTMOThermo Fisher Scientific$356,656,946$34,537,856 ▼-8.8%576,5837.2%MedicalHLTHilton Worldwide$355,983,970$138,436,687 ▲63.6%1,544,3997.1%Consumer DiscretionaryNYTNew York Times$351,960,270$42,758,179 ▼-10.8%6,322,2617.1%Consumer StaplesWCNWaste Connections$329,209,408$33,145,896 ▼-9.1%1,841,0106.6%Business ServicesMSFTMicrosoft$326,717,323$101,728,944 ▼-23.7%759,2786.6%Computer and TechnologyLBRDKLiberty Broadband$292,762,3080.0%3,787,8425.9%Consumer DiscretionaryCHTRCharter Communications$88,318,282$83,641,483 ▼-48.6%272,5201.8%Consumer DiscretionaryPCORProcore Technologies$30,044,926$30,044,926 ▲New Holding486,7940.6%Business ServicesLWLamb Weston$0$335,093,189 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
