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) 1,899

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

Sector Weighting

Basic Materials
Capital Goods 26.69%
Conglomerates
Consumer Cyclical 10.96%
Consumer/Non-Cyclical
Energy
Financial 14.45%
Healthcare
Services 21.97%
Technology 7.77%
Transportation
Utilities 10.91%

17 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
VISA INC COM CL A -87,111 Sold Out 0
EQUINIX INC COM PAR $0.001 42,900 -63,815 (59.8) 153,813
MSCI INC COM 104,902 -61,335 (36.9) 1,539,050
LUMBER LIQUIDATORS HLDGS INC COM -38,022 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 160,733 -27,452 (14.59) 864,808
SBA COMMUNICATIONS CORP COM 72,838 -19,665 (21.26) 603,362
CROWN CASTLE INTL CORP NEW COM 44,911 -13,403 (22.98) 548,301
WABCO HLDGS INC COM 208,107 -4,926 (2.31) 1,685,483
SENSATA TECHNOLOGIES HLDG NV SHS 121,817 -70 (0.06) 2,373,672
REALPAGE INC COM 104,618 -60 (0.06) 5,448,839
TRANSDIGM GROUP INC COM 302,119 New 1,335,036
MATTRESS FIRM HLDG CORP COM 138,702 6,805 5.16 2,242,554
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 207,178 9,764 4.95 3,165,918
NORD ANGLIA EDUCATION INC SHS 60,978 18,580 43.82 2,406,397
LPL FINL HLDGS INC COM 169,458 39,315 30.21 3,594,013
ADVANCED DRAIN SYS INC DEL COM 76,698 76,698 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 82,892 82,892 New 1,416,965


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