STOCKBRIDGE PARTNERS LLC Information

200 CLARENDON STREET, BOSTON, Massachusetts, 02116, (617) 227-0050

Report Date: 03/31/2015

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,868

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 27.58%
Conglomerates
Consumer Cyclical 11.59%
Consumer/Non-Cyclical
Energy
Financial 13.35%
Healthcare
Services 21.19%
Technology 7.77%
Transportation
Utilities 10.93%

17 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 303,707 New 1,335,036
WABCO HLDGS INC COM 216,500 -5,125 (2.31) 1,685,483
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 204,043 9,616 4.95 3,165,918
LPL FINL HLDGS INC COM 152,889 35,471 30.21 3,594,013
CHARTER COMMUNICATIONS INC DEL CL A NEW 152,518 -26,048 (14.59) 864,808
SENSATA TECHNOLOGIES HLDG NV SHS 132,119 -76 (0.06) 2,373,672
MATTRESS FIRM HLDG CORP COM 130,203 6,388 5.16 2,242,554
REALPAGE INC COM 103,691 -60 (0.06) 5,448,839
MSCI INC COM 96,421 -56,377 (36.9) 1,539,050
ADVANCED DRAIN SYS INC DEL COM 80,115 80,115 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 79,336 79,336 New 1,416,965
SBA COMMUNICATIONS CORP COM 67,902 -18,333 (21.26) 603,362
NORD ANGLIA EDUCATION INC SHS 61,700 18,800 43.82 2,406,397
CROWN CASTLE INTL CORP NEW COM 45,109 -13,462 (22.98) 548,301
EQUINIX INC COM PAR $0.001 41,405 -61,591 (59.8) 153,813
LUMBER LIQUIDATORS HLDGS INC COM -42,672 Sold Out 0
VISA INC COM CL A -80,428 Sold Out 0