Stockbridge Partners LLC Portfolio Holdings by Sector

Stockbridge Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials TDG 1 stocks	$846,904 17.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$727,437 15.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$451,601 9.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$449,247 9.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$373,833 7.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$368,982 7.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$356,896 7.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$337,749 7.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$294,753 6.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$228,302 4.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$139,593 2.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$137,259 2.91% of portfolio	1	-	1	-	0 Calls 0 Puts

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