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) 1,830

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

Sector Weighting

Basic Materials
Capital Goods 27.35%
Conglomerates
Consumer Cyclical 11.39%
Consumer/Non-Cyclical
Energy
Financial 14.3%
Healthcare
Services 21.75%
Technology 7.81%
Transportation
Utilities 9.75%

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 299,943 New 1,335,036
WABCO HLDGS INC COM 208,528 -4,936 (2.31) 1,685,483
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 178,494 8,412 4.95 3,165,918
LPL FINL HLDGS INC COM 167,086 38,764 30.21 3,594,013
CHARTER COMMUNICATIONS INC DEL CL A NEW 148,098 -25,294 (14.59) 864,808
MATTRESS FIRM HLDG CORP COM 136,684 6,706 5.16 2,242,554
SENSATA TECHNOLOGIES HLDG NV SHS 125,187 -72 (0.06) 2,373,672
REALPAGE INC COM 103,909 -60 (0.06) 5,448,839
MSCI INC COM 94,729 -55,387 (36.9) 1,539,050
ADVANCED DRAIN SYS INC DEL COM 80,832 80,832 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 75,496 75,496 New 1,416,965
SBA COMMUNICATIONS CORP COM 69,369 -18,728 (21.26) 603,362
NORD ANGLIA EDUCATION INC SHS 59,005 17,979 43.82 2,406,397
CROWN CASTLE INTL CORP NEW COM 44,029 -13,140 (22.98) 548,301
EQUINIX INC COM PAR $0.001 39,069 -58,115 (59.8) 153,813
LUMBER LIQUIDATORS HLDGS INC COM -40,800 Sold Out 0
VISA INC COM CL A -77,642 Sold Out 0