Stockbridge Partners LLC: DEERE & CO (DE): Quarterly 13F Position History
As of Q1 2026, Stockbridge Partners LLC reported 564,933 shares of DEERE & CO (DE), worth $318.2M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: 213,262 (-27.4%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 564,933Shares Held (Latest Filing)
- $318.2MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- 213,262Quarter-over-Quarter Share Change
- -$44.1MQuarter-over-Quarter Value Change
- 884,237Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 564,933 | 213,262 | -27.4% | $318.2M | 7.7% | $563.3 |
| Q4 2025 | 778,195 | 19,164 | -2.4% | $362.3M | 8.0% | $465.6 |
| Q3 2025 | 797,359 | 38,298 | -4.6% | $364.6M | 7.0% | $457.3 |
| Q2 2025 | 835,657 | 47,760 | -5.4% | $424.9M | 8.3% | $508.5 |
| Q1 2025 | 883,417 | +1,111 | +0.1% | $414.6M | 9.2% | $469.4 |
| Q4 2024 | 882,306 | 1,931 | -0.2% | $373.8M | 7.9% | $423.7 |
| Q3 2024 | 884,237 | +540,874 | +157.5% | $369.0M | 7.4% | $417.3 |
| Q2 2024 | 343,363 | — | — | $128.3M | 2.7% | $373.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Stockbridge Partners LLC first disclose a DE position in 13F-HR filings?
Stockbridge Partners LLC first reported DEERE & CO (DE) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in DE?
Between Q4 2025 and Q1 2026, Stockbridge Partners LLC reduced its DE position by 213,262 shares (-27.4%), leaving 564,933 shares at a market value of $318.2M.
Does the implied price-per-share represent Stockbridge Partners LLC's cost basis in DE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.