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) 1,868

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

Sector Weighting

Basic Materials
Capital Goods 21.79%
Conglomerates
Consumer Cyclical 9.18%
Consumer/Non-Cyclical
Energy
Financial 17.62%
Healthcare
Services 30.31%
Technology 11.11%
Transportation
Utilities 8.92%

15 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABCO HLDGS INC COM 171,424 106,242 162.99 1,762,713
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 166,577 25,080 17.72 2,789,306
MSCI INC COM 143,400 -19,845 (12.16) 2,660,974
CHARTER COMMUNICATIONS INC DEL CL A NEW 142,800 17,804 14.24 948,209
CROWN CASTLE INTL CORP NEW COM 138,273 37,094 36.66 1,586,424
SENSATA TECHNOLOGIES HLDG NV SHS 136,028 -15,331 (10.13) 2,716,749
REALPAGE INC COM 131,977 12,566 10.52 7,118,517
MATTRESS FIRM HLDG CORP COM 123,738 -44,023 (26.24) 2,053,743
LUMBER LIQUIDATORS HLDGS INC COM 115,146 115,146 New 1,867,430
LPL FINL HLDGS INC COM 110,497 -17,618 (13.75) 2,694,732
EQUINIX INC COM PAR $0.001 75,565 -39,678 (34.43) 348,066
VISA INC COM CL A 75,185 -9,479 (11.2) 305,184
SBA COMMUNICATIONS CORP COM 46,132 -15,525 (25.18) 390,914
NORD ANGLIA EDUCATION INC SHS 20,193 20,193 New 1,005,646
DOLLAR GEN CORP NEW COM -117,592 Sold Out 0


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