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) 1,878

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

Sector Weighting

Basic Materials
Capital Goods 26.48%
Conglomerates
Consumer Cyclical 10.89%
Consumer/Non-Cyclical
Energy
Financial 14.59%
Healthcare
Services 21.99%
Technology 7.9%
Transportation
Utilities 10.91%

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 293,388 New 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 204,867 9,655 4.95 3,165,918
WABCO HLDGS INC COM 204,432 -4,839 (2.31) 1,685,483
LPL FINL HLDGS INC COM 169,242 39,265 30.21 3,594,013
CHARTER COMMUNICATIONS INC DEL CL A NEW 162,549 -27,762 (14.59) 864,808
MATTRESS FIRM HLDG CORP COM 134,374 6,592 5.16 2,242,554
SENSATA TECHNOLOGIES HLDG NV SHS 121,627 -70 (0.06) 2,373,672
REALPAGE INC COM 104,781 -60 (0.06) 5,448,839
MSCI INC COM 104,609 -61,164 (36.9) 1,539,050
ARMSTRONG WORLD INDS INC NEW COM 82,184 82,184 New 1,416,965
ADVANCED DRAIN SYS INC DEL COM 76,891 76,891 New 2,755,949
SBA COMMUNICATIONS CORP COM 71,323 -19,256 (21.26) 603,362
NORD ANGLIA EDUCATION INC SHS 59,125 18,016 43.82 2,406,397
CROWN CASTLE INTL CORP NEW COM 44,670 -13,331 (22.98) 548,301
EQUINIX INC COM PAR $0.001 43,464 -64,654 (59.8) 153,813
LUMBER LIQUIDATORS HLDGS INC COM -37,707 Sold Out 0
VISA INC COM CL A -88,314 Sold Out 0