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	$1.01 Million 20.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$626,519 12.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE PCOR 2 stocks	$482,541 9.69% of portfolio	1	1	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$392,470 7.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK CHTR 2 stocks	$381,058 7.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$369,018 7.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$356,633 7.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$355,983 7.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$351,897 7.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$329,062 6.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$326,664 6.56% of portfolio	-	1	-	-	0 Calls 0 Puts

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