STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 8
Decreased Positions 6
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,958

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

Sector Weighting

Basic Materials
Capital Goods 22.02%
Conglomerates
Consumer Cyclical 11.16%
Consumer/Non-Cyclical
Energy
Financial 17.08%
Healthcare
Services 27.64%
Technology 9.76%
Transportation
Utilities 10.28%

15 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 292,880 New 1,335,036
WABCO HLDGS INC COM 218,381 -4,725 (2.12) 1,725,380
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 201,275 15,173 8.15 3,016,718
CHARTER COMMUNICATIONS INC DEL CL A NEW 189,076 12,007 6.78 1,012,508
MSCI INC COM 148,506 -13,521 (8.35) 2,438,916
SENSATA TECHNOLOGIES HLDG NV SHS 138,109 -19,870 (12.58) 2,375,040
MATTRESS FIRM HLDG CORP COM 135,309 4,999 3.84 2,132,535
LPL FINL HLDGS INC COM 111,346 2,641 2.43 2,760,190
REALPAGE INC COM 100,644 -30,764 (23.41) 5,451,981
SBA COMMUNICATIONS CORP COM 91,760 44,948 96.02 766,261
EQUINIX INC COM PAR $0.001 90,350 8,158 9.93 382,613
VISA INC COM CL A 74,601 -4,161 (5.28) 1,156,244
LUMBER LIQUIDATORS HLDGS INC COM 63,771 3,323 5.50 1,970,074
CROWN CASTLE INTL CORP NEW COM 61,113 -75,066 (55.12) 711,935
NORD ANGLIA EDUCATION INC SHS 40,557 16,180 66.38 1,673,151


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