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) 1,794

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

Sector Weighting

Basic Materials
Capital Goods 22.27%
Conglomerates
Consumer Cyclical 3.86%
Consumer/Non-Cyclical
Energy
Financial 20.34%
Healthcare
Services 30.75%
Technology 12.25%
Transportation
Utilities 10.53%

12 INCREASED 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 250,973 54,480 27.73 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 188,909 42,868 29.35 2,369,354
MATTRESS FIRM HLDG CORP COM 159,519 2,803 1.79 2,784,416
LPL FINL HLDGS INC COM 152,127 44,045 40.75 3,124,393
MSCI INC COM 139,768 24,134 20.87 3,029,222
CHARTER COMMUNICATIONS INC DEL CL A NEW 130,201 17,083 15.10 829,991
EQUINIX INC COM NEW 115,859 15,263 15.17 530,828
DOLLAR GEN CORP NEW COM 112,108 836 .75 1,751,964
REALPAGE INC COM 103,825 3,869 3.87 6,440,766
CROWN CASTLE INTL CORP COM 92,299 12,731 16.00 1,160,842
VISA INC COM CL A 73,034 15,447 26.82 343,659
SBA COMMUNICATIONS CORP COM 57,623 6,337 12.36 522,469


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