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) 1,941

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

Sector Weighting

Basic Materials
Capital Goods 20.37%
Conglomerates
Consumer Cyclical 9.42%
Consumer/Non-Cyclical
Energy
Financial 16.62%
Healthcare
Services 30.48%
Technology 11.71%
Transportation
Utilities 10.55%

8 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MATTRESS FIRM HLDG CORP COM 141,503 -50,343 (26.24) 2,053,743
SENSATA TECHNOLOGIES HLDG NV SHS 135,376 -15,257 (10.13) 2,716,749
MSCI INC COM 130,175 -18,015 (12.16) 2,660,974
LPL FINL HLDGS INC COM 114,796 -18,304 (13.75) 2,694,732
EQUINIX INC COM NEW 78,141 -41,030 (34.43) 348,066
VISA INC COM CL A 77,706 -9,797 (11.2) 305,184
SBA COMMUNICATIONS CORP COM 45,964 -15,468 (25.18) 390,914
DOLLAR GEN CORP NEW COM -116,944 Sold Out 0