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| Name: |
STOCKBRIDGE PARTNERS LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02116 |
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data |
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| Holdings
Found :
14 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDG |
Transdigm Group Inc |
1 |
- |
$1,326.19 |
$948,391,000 |
770,048 |
19.54% |
-87,425,000 |
-253,890 |
1.403 |
Aerospace/Defense Pro... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.13 |
$471,639,000 |
2,614,698 |
9.72% |
104,349,000 |
197,362 |
0.026 |
Internet Software & S... |
|
|
VMC |
Vulcan Materials Co |
3 |
- |
$260.87 |
$469,900,000 |
1,721,751 |
9.68% |
2,864,000 |
-335,584 |
1.299 |
General Building Mate... |
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MSFT |
Microsoft Corp |
4 |
- |
$430.52 |
$425,182,000 |
1,010,606 |
8.76% |
73,306,000 |
74,865 |
0.013 |
Application Software |
|
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TMO |
Thermo Fisher Scientific |
5 |
- |
$590.80 |
$409,417,000 |
704,422 |
8.43% |
24,364,000 |
-21,012 |
0.178 |
Medical Laboratories ... |
|
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GWRE |
Guidewire Software, Inc. |
6 |
- |
$123.01 |
$403,711,000 |
3,459,098 |
8.32% |
57,342,000 |
282,571 |
4.128 |
Business Software & S... |
|
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BIN |
Waste Connections, Inc |
7 |
- |
$165.57 |
$401,471,000 |
2,334,000 |
8.27% |
253,134,000 |
1,340,253 |
0.886 |
Waste Management |
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LW |
Lamb Weston Holdings, Inc. |
8 |
- |
$88.77 |
$401,400,000 |
3,767,948 |
8.27% |
59,371,000 |
603,646 |
2.575 |
N/A |
|
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NYT |
New York Times Co |
9 |
- |
$49.50 |
$349,050,000 |
8,076,126 |
7.19% |
-25,603,000 |
428,595 |
4.834 |
Publishing |
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LBRDK |
Liberty Broadband Corporation |
10 |
- |
$52.02 |
$216,778,000 |
3,787,842 |
4.47% |
-88,484,000 |
0 |
2.533 |
N/A |
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CHTR |
Charter Communications Inc |
11 |
- |
$271.09 |
$160,921,000 |
553,698 |
3.32% |
-58,442,000 |
-10,682 |
0.277 |
CATV Systems |
|
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UBER |
Uber Technologies, Inc |
12 |
- |
$65.48 |
$123,556,000 |
1,604,827 |
2.55% |
-47,460,000 |
-1,172,757 |
0.091 |
N/A |
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URI |
United Rentals Inc |
13 |
- |
$682.60 |
$72,529,000 |
100,580 |
1.49% |
14,854,000 |
0 |
0.139 |
Rental & Leasing Serv... |
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WMS |
Advanced Drainage Systems, ... |
14 |
Closed |
$177.06 |
$0 |
0 |
0% |
-107,294,000 |
-762,895 |
0 |
N/A |
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