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	$948,391 19.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE UBER 2 stocks	$527,266 10.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$471,639 9.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$469,900 9.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$425,182 8.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$409,417 8.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$401,471 8.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW 1 stocks	$401,399 8.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK CHTR 2 stocks	$377,699 7.78% of portfolio	-	1	-	-	0 Calls 0 Puts

Publishing \| Communication Services NYT 1 stocks	$349,050 7.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$72,529 1.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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