Stockbridge Partners LLC, operating under the name Stockbridge Investors, functions as an investment management firm providing comprehensive portfolio management and advisory services. The firm serves a diverse client base including individuals, institutions, trusts, private funds, charitable organizations, and investment companies.
Robert J. Small holds several key positions within the industry. He is an Independent Director at TransDigm Group, Inc., as well as a Managing Director at both Stockbridge Partners LLC and Berkshire Partners LLC. Mr. Small serves on the boards of various organizations including Active Aero Group, Inc., AmSafe Global Holdings, Inc., Children's Hospital Trust, Cypress Holding Co., DB Cargo (UK) Ltd., Electro-Motive Diesel International Corp., Kingsley Montessori School, The Boys & Girls Clubs of Boston, Inc. He joined Berkshire Partners in 1992 and has been leading Stockbridge since its establishment in 2007. Mr. Small earned his B.A. from Yale University and an M.B.A. from Harvard Business School.
As of March 2024, Stockbridge Partners manages assets for two clients, with discretionary assets under management (AUM) totaling $5.86 billion. Their Q1 2024 13F filing indicated $4.85 billion in managed 13F securities, with a top 10 holdings concentration of 92.65%. The firm's largest holding is in TransDigm Group Inc., with 770,048 shares held.
| Fund Name: | Stockbridge Partners |
| Manager | Robert J. Small |
| Portfolio Value | $4,853,946,549 |
| Change This QTR | +1.04% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TDG | 770,048 | $948,391,117 | -25% | 19.53% | ||
| 2. | AMZN | 2,614,698 | $471,639,225 | +9% | 9.71% | ||
| 3. | VMC | 1,721,751 | $469,900,283 | -17% | 9.68% | ||
| 4. | MSFT | 1,010,606 | $425,182,156 | +9% | 8.75% | ||
| 5. | TMO | 704,422 | $409,417,111 | -3% | 8.43% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2017-02-14 | ||||
| 2017-02-14 |
