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) 1,949

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

Sector Weighting

Basic Materials
Capital Goods 21.72%
Conglomerates
Consumer Cyclical 11.15%
Consumer/Non-Cyclical
Energy
Financial 17.42%
Healthcare
Services 26.53%
Technology 10.48%
Transportation
Utilities 10.47%

14 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABCO HLDGS INC COM 217,260 -4,701 (2.12) 1,725,380
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 204,141 15,389 8.15 3,016,718
CHARTER COMMUNICATIONS INC DEL CL A NEW 189,779 12,052 6.78 1,012,508
MSCI INC COM 152,066 -13,845 (8.35) 2,438,916
SENSATA TECHNOLOGIES HLDG NV SHS 131,245 -18,883 (12.58) 2,375,040
MATTRESS FIRM HLDG CORP COM 125,756 4,646 3.84 2,132,535
LPL FINL HLDGS INC COM 111,374 2,641 2.43 2,760,190
REALPAGE INC COM 105,278 -32,181 (23.41) 5,451,981
EQUINIX INC COM PAR $0.001 99,051 8,944 9.93 382,613
SBA COMMUNICATIONS CORP COM 89,032 43,612 96.02 766,261
VISA INC COM CL A 76,046 -4,242 (5.28) 1,156,244
CROWN CASTLE INTL CORP NEW COM 59,212 -72,731 (55.12) 711,935
LUMBER LIQUIDATORS HLDGS INC COM 53,409 2,783 5.50 1,970,074
NORD ANGLIA EDUCATION INC SHS 43,552 17,375 66.38 1,673,151