STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 15
New Positions 1
Increased Positions 4
Decreased Positions 4
Positions with Activity 8
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,434

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

Sector Weighting

Basic Materials
Capital Goods 25.92%
Conglomerates
Consumer Cyclical 6.95%
Consumer/Non-Cyclical
Energy
Financial 24.71%
Healthcare
Services 28.07%
Technology 14.35%
Transportation
Utilities

8 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MATTRESS FIRM HLDG CORP COM 128,452 1,087 .85 2,748,225
MSCI INC COM 107,485 -12,127 (10.14) 2,548,841
WABCO HLDGS INC COM 99,654 -18,808 (15.88) 928,132
TIME WARNER CABLE INC COM 91,541 60,573 195.60 676,430
MOTOROLA SOLUTIONS INC COM NEW 87,894 -26,946 (23.46) 1,391,836
EQUINIX INC COM NEW 78,931 78,931 New 441,029
XYLEM INC COM 59,109 -44,322 (42.85) 1,674,470
REALPAGE INC COM 39,068 11,452 41.47 2,159,661