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) 1,788

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

Sector Weighting

Basic Materials
Capital Goods 22.43%
Conglomerates
Consumer Cyclical 3.9%
Consumer/Non-Cyclical
Energy
Financial 20.6%
Healthcare
Services 30.7%
Technology 12.31%
Transportation
Utilities 10.05%

15 Activity 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 251,761 54,651 27.73 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 179,739 40,787 29.35 2,369,354
MATTRESS FIRM HLDG CORP COM 158,350 2,783 1.79 2,784,416
LPL FINL HLDGS INC COM 153,876 44,551 40.75 3,124,393
SENSATA TECHNOLOGIES HLDG NV SHS 149,303 -1,899 (1.26) 3,022,938
MSCI INC COM 140,192 24,207 20.87 3,029,222
CHARTER COMMUNICATIONS INC DEL CL A NEW 128,698 16,886 15.10 829,991
EQUINIX INC COM NEW 117,679 15,503 15.17 530,828
DOLLAR GEN CORP NEW COM 111,951 835 .75 1,751,964
REALPAGE INC COM 102,408 3,816 3.87 6,440,766
CROWN CASTLE INTL CORP COM 92,357 12,739 16.00 1,160,842
VISA INC COM CL A 74,237 15,702 26.82 343,659
WABCO HLDGS INC COM 69,639 -5,354 (7.14) 670,252
SBA COMMUNICATIONS CORP COM 57,492 6,322 12.36 522,469
CARTER'S, INC. COM -31,171 Sold Out 0