STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 16
New Positions 2
Increased Positions 7
Decreased Positions 8
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,883

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

Sector Weighting

Basic Materials
Capital Goods 21.16%
Conglomerates
Consumer Cyclical 9.6%
Consumer/Non-Cyclical
Energy
Financial 17.08%
Healthcare
Services 29.24%
Technology 12.61%
Transportation
Utilities 9.38%

16 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 259,918 New 1,335,036
WABCO HLDGS INC COM 180,766 112,032 162.99 1,762,713
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 176,675 26,600 17.72 2,789,306
REALPAGE INC COM 159,312 15,168 10.52 7,118,517
CHARTER COMMUNICATIONS INC DEL CL A NEW 153,847 19,181 14.24 948,209
SENSATA TECHNOLOGIES HLDG NV SHS 138,554 -15,616 (10.13) 2,716,749
MSCI INC COM 124,880 -17,282 (12.16) 2,660,974
CROWN CASTLE INTL CORP NEW COM 119,156 31,965 36.66 1,586,424
LPL FINL HLDGS INC COM 117,760 -18,776 (13.75) 2,694,732
MATTRESS FIRM HLDG CORP COM 117,104 -41,663 (26.24) 2,053,743
LUMBER LIQUIDATORS HLDGS INC COM 117,088 117,088 New 1,867,430
VISA INC COM CL A 79,067 -9,968 (11.2) 305,184
EQUINIX INC COM NEW 78,200 -41,061 (34.43) 348,066
SBA COMMUNICATIONS CORP COM 43,595 -14,671 (25.18) 390,914
NORD ANGLIA EDUCATION INC SHS 17,508 17,508 New 1,005,646
DOLLAR GEN CORP NEW COM -124,424 Sold Out 0