STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,841

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

Sector Weighting

Basic Materials
Capital Goods 27.49%
Conglomerates
Consumer Cyclical 11.34%
Consumer/Non-Cyclical
Energy
Financial 14.33%
Healthcare
Services 21.78%
Technology 7.81%
Transportation
Utilities 9.66%

16 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABCO HLDGS INC COM 208,730 -4,941 (2.31) 1,685,483
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 177,893 8,384 4.95 3,165,918
LPL FINL HLDGS INC COM 168,200 39,023 30.21 3,594,013
CHARTER COMMUNICATIONS INC DEL CL A NEW 150,122 -25,639 (14.59) 864,808
MATTRESS FIRM HLDG CORP COM 136,258 6,685 5.16 2,242,554
SENSATA TECHNOLOGIES HLDG NV SHS 125,306 -72 (0.06) 2,373,672
REALPAGE INC COM 104,400 -60 (0.06) 5,448,839
MSCI INC COM 95,744 -55,981 (36.9) 1,539,050
ADVANCED DRAIN SYS INC DEL COM 80,694 80,694 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 77,168 77,168 New 1,416,965
SBA COMMUNICATIONS CORP COM 70,129 -18,934 (21.26) 603,362
NORD ANGLIA EDUCATION INC SHS 59,221 18,045 43.82 2,406,397
CROWN CASTLE INTL CORP NEW COM 44,451 -13,266 (22.98) 548,301
EQUINIX INC COM PAR $0.001 39,321 -58,490 (59.8) 153,813
LUMBER LIQUIDATORS HLDGS INC COM -41,234 Sold Out 0
VISA INC COM CL A -78,451 Sold Out 0