STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 12
Decreased Positions 3
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,729

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

Sector Weighting

Basic Materials
Capital Goods 21.75%
Conglomerates
Consumer Cyclical 3.69%
Consumer/Non-Cyclical
Energy
Financial 19.88%
Healthcare
Services 32.45%
Technology 12.42%
Transportation
Utilities 9.81%

15 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 238,251 51,718 27.73 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 169,669 38,502 29.35 2,369,354
MATTRESS FIRM HLDG CORP COM 169,404 2,977 1.79 2,784,416
SENSATA TECHNOLOGIES HLDG NV SHS 137,755 -1,752 (1.26) 3,022,938
MSCI INC COM 135,679 23,427 20.87 3,029,222
LPL FINL HLDGS INC COM 134,661 38,988 40.75 3,124,393
CHARTER COMMUNICATIONS INC DEL CL A NEW 126,665 16,619 15.10 829,991
EQUINIX INC COM NEW 109,908 14,479 15.17 530,828
DOLLAR GEN CORP NEW COM 108,955 813 .75 1,751,964
REALPAGE INC COM 104,791 3,905 3.87 6,440,766
CROWN CASTLE INTL CORP COM 98,114 13,533 16.00 1,160,842
VISA INC COM CL A 73,306 15,505 26.82 343,659
WABCO HLDGS INC COM 63,808 -4,906 (7.14) 670,252
SBA COMMUNICATIONS CORP COM 57,895 6,367 12.36 522,469
CARTER'S, INC. COM -29,683 Sold Out 0