Equal-WT
WhaleScore 2.0
?
Stockbridge Partners is based out of Boston. Stockbridge Partners is a hedge fund with 2 clients and discretionary assets under management (AUM) of $5,860,523,219 (Form ADV from 2024-03-29). Their last reported 13F filing for Q3 2024 included $4,980,540,370 in managed 13F securities
and a top 10 holdings concentration of 91.75%. Stockbridge Partners's largest holding is Transdigm Group Incorporated with shares held of 706,338. Whalewisdom has at least 58 13F filings, and 13 13G filings
Business Description
Stockbridge Partners LLC provides advisory services to clients, as outlined in their Form ADV Part 2A Brochure. This document details the firm's business practices, potential conflicts of interest, fees, expenses, risks, and compliance policies. The firm regularly updates the Brochure to reflect evolving industry best practices and clarify its business practices.
The advisory business may involve recommending services from related parties, including the Adviser itself or entities with which the Adviser has a relationship. These relationships may influence the Adviser's decisions, as they may have an incentive to recommend related parties even if other, more qualified or cost-effective options exist.
Investment Strategy
The Adviser focuses on identifying investment opportunities for Clients, managing, monitoring, and disposing of such investments. The Adviser seeks to invest Client assets primarily in companies that exhibit earnings sustainability and growth due to the characteristics of the industries in which they compete, their positions within those industries, and the capabilities of their management teams to execute their business plans. The Adviser focuses on investments with the potential for long-term capital appreciation, with a primary geographic focus in the United States, although the Adviser also pursues international investments on behalf of its Clients.
The Adviser generally focuses on investments with the potential for long-term capital appreciation. As such, a two-to-five-year investment holding period is typically expected to be the norm. In constructing and maintaining portfolios, the Adviser generally will not be focused on avoiding short-term volatility and will view price fluctuations more as opportunities than as risks. The Adviser's analysis generally focuses on a company's potential performance over two to five years and on the opportunity for significant capital appreciation over that time period. Companies with strong fundamentals and growth opportunities typically trade at premium valuations, so the Adviser seeks to invest at those times when short-term uncertainty leads to attractive valuations.
Owners
- JONES, ROSS, MARSHALL - MANAGING DIRECTOR
- HAMELSKY, LAWRENCE, SCOTT - MANAGING DIRECTOR
- HOFFMAN, ELIZABETH, LEE - MANAGING DIRECTOR
- SHOEMAKER, RALEIGH, ALEXANDER - MANAGING DIRECTOR
- JANCHAR, MATTHEW, AARON - MANAGING DIRECTOR
- PAYNE, MARNI, FOX - MANAGING DIRECTOR
- GOOCH, MATTHEW, BRIAN - MANAGING DIRECTOR, BUSINESS DEVELOPMENT
- BORDEAU, DAVID, CHILDS - MANAGING DIRECTOR
- BPSP, L.P. - MANAGING MEMBER
- OFOSU-AMAAH, NII AMAAH, KORANTENG - MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS
- WALKER, ANDREW, CHRISTOPHER - MANAGING DIRECTOR
- CORVETTI, CANDICE, M - MANAGING DIRECTOR
- ACKERMAN, REUBEN, BENJAMIN - CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
- ASCIONE, MICHAEL, CARL - MANAGING DIRECTOR
- CALLAGHAN, KEVIN, THOMAS - MANAGING DIRECTOR
- HADLEY, CHRISTOPHER, JOHN - MANAGING DIRECTOR
- MUSSLEWHITE, SHARLYN, CARTER - MANAGING DIRECTOR AND GENERAL COUNSEL
- LUTZKER, JOSHUA, ADAM - MANAGING DIRECTOR
- SMALL, ROBERT, JOSHUA - MANAGING DIRECTOR
- WHELAN, EDWARD, JOSEPH - MANAGING DIRECTOR
- BRING, KENNETH, SCOTT - MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
- PAPPAS, GREG, JOSEPH - MANAGING DIRECTOR
- MEYER, JONATHAN, JOSEPH - MANAGING DIRECTOR
- SEETHARAM, ANIL, NMN - MANAGING DIRECTOR
- Adams, Samantha, Allen - MANAGING DIRECTOR
- Spirn, Samuel, Whiston - MANAGING DIRECTOR
- Gottesman, Blake, Lanier - MANAGING DIRECTOR
- Souza, Eric, R - CHIEF TECHNOLOGY OFFICER AND CISO
- LEVY, BENJAMIN, DAVID - MANAGING DIRECTOR
- HASAN, SAAD - MANAGING DIRECTOR
- THOMPSON, TERRY, H - MANAGING DIRECTOR AND CHIEF OPERATING OFFICER
- JOHNSON, JOSHUA, B. - MANAGING DIRECTOR
- HUPP, JUSTIN, G - MANAGING DIRECTOR
- NUGER, JONATHAN, D - MANAGING DIRECTOR
- Rainaud, Henri, Edward - MANAGING DIRECTOR Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| DE Deere & Co | 4.76% |
| HLT Hilton Worldwide Hol | 2.89% |
| AMZN Amazon.com Inc | 2.29% |
| PCOR Procore Technologies | 0.6% |
| VMC Vulcan Materials Co | 0.53% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| LW Lamb Weston Holdings | 6.93% |
| MSFT Microsoft Corporatio | 2.64% |
| GWRE Guidewire Software, | 1.91% |
| CHTR Charter Communicatio | 1.51% |
| WCN Waste Connections In | 0.74% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| TDG Transdigm Group Inco | 20.24% |
| AMZN Amazon.com Inc | 12.58% |
| GWRE Guidewire Software, | 9.09% |
| VMC Vulcan Materials Co | 7.89% |
| DE Deere & Co | 7.41% |
2024-09-30
13F Activity
| Market Value | $4.98b, Prior: $4.84b |
| Inflows (Outflows) as % of Total MV | (-6.3978)% |
| New Purchases | 1 stocks |
| Added To | 4 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 91.75% |
| Turnover %[1] | 14.29% |
| Turnover Alt %[2] | 11.55% |
| Time Held Top 20 | 15.6923 quarters |
| Time Held Top 10 | 15.2 quarters |
| Time Held All | 15.69 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30