STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 12
Decreased Positions 3
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,786

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

Sector Weighting

Basic Materials
Capital Goods 22.37%
Conglomerates
Consumer Cyclical 3.86%
Consumer/Non-Cyclical
Energy
Financial 20.37%
Healthcare
Services 30.78%
Technology 12.17%
Transportation
Utilities 10.45%

15 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 250,947 54,474 27.73 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 186,658 42,357 29.35 2,369,354
MATTRESS FIRM HLDG CORP COM 157,375 2,766 1.79 2,784,416
LPL FINL HLDGS INC COM 151,158 43,764 40.75 3,124,393
SENSATA TECHNOLOGIES HLDG NV SHS 148,547 -1,890 (1.26) 3,022,938
MSCI INC COM 138,950 23,992 20.87 3,029,222
CHARTER COMMUNICATIONS INC DEL CL A NEW 129,487 16,989 15.10 829,991
EQUINIX INC COM NEW 114,760 15,118 15.17 530,828
DOLLAR GEN CORP NEW COM 112,476 839 .75 1,751,964
REALPAGE INC COM 102,537 3,821 3.87 6,440,766
CROWN CASTLE INTL CORP COM 92,577 12,770 16.00 1,160,842
VISA INC COM CL A 73,749 15,598 26.82 343,659
WABCO HLDGS INC COM 68,942 -5,300 (7.14) 670,252
SBA COMMUNICATIONS CORP COM 57,822 6,359 12.36 522,469
CARTER'S, INC. COM -31,006 Sold Out 0