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) 1,936

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

Sector Weighting

Basic Materials
Capital Goods 21.73%
Conglomerates
Consumer Cyclical 10.4%
Consumer/Non-Cyclical
Energy
Financial 17.68%
Healthcare
Services 28.27%
Technology 10%
Transportation
Utilities 10.08%

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 287,473 New 1,335,036
WABCO HLDGS INC COM 201,300 -4,356 (2.12) 1,725,380
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 195,212 14,716 8.15 3,016,718
CHARTER COMMUNICATIONS INC DEL CL A NEW 188,063 11,943 6.78 1,012,508
MSCI INC COM 138,482 -12,608 (8.35) 2,438,916
SENSATA TECHNOLOGIES HLDG NV SHS 133,073 -19,146 (12.58) 2,375,040
MATTRESS FIRM HLDG CORP COM 131,791 4,869 3.84 2,132,535
LPL FINL HLDGS INC COM 124,705 2,957 2.43 2,760,190
REALPAGE INC COM 107,840 -32,964 (23.41) 5,451,981
SBA COMMUNICATIONS CORP COM 96,120 47,084 96.02 766,261
EQUINIX INC COM PAR $0.001 85,640 7,733 9.93 382,613
VISA INC COM CL A 79,130 -4,414 (5.28) 289,061
LUMBER LIQUIDATORS HLDGS INC COM 70,213 3,658 5.50 1,970,074
CROWN CASTLE INTL CORP NEW COM 61,098 -75,049 (55.12) 711,935
NORD ANGLIA EDUCATION INC SHS 35,621 14,211 66.38 1,673,151