STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 16
New Positions 1
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,845

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

Sector Weighting

Basic Materials
Capital Goods 29.77%
Conglomerates
Consumer Cyclical 7.45%
Consumer/Non-Cyclical
Energy
Financial 11.41%
Healthcare
Services 26.56%
Technology 7.21%
Transportation
Utilities 9.72%

16 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WABCO HLDGS INC COM 137,385 -58,688 (29.93) 1,180,990
LPL FINL HLDGS INC COM 127,173 -17,306 (11.98) 3,163,508
MSCI INC COM 83,320 -11,562 (12.19) 1,351,500
EQUINIX INC COM PAR $0.001 31,998 -8,938 (21.83) 120,229
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 179,430 -331 (0.18) 3,160,086
SENSATA TECHNOLOGIES HLDG NV SHS 112,992 -209 (0.18) 2,369,293
REALPAGE INC COM 101,053 -187 (0.19) 5,438,779
CROWN CASTLE INTL CORP NEW COM 46,068 New 548,301
TRANSDIGM GROUP INC COM 314,681 New 1,335,036
ZAYO GROUP HLDGS INC COM 222 222 New 7,900
ADVANCED DRAIN SYS INC DEL COM 80,508 3,121 4.03 2,867,102
MATTRESS FIRM HLDG CORP COM 141,726 6,948 5.16 2,358,162
NORD ANGLIA EDUCATION INC SHS 64,775 14,024 27.63 3,071,360
CHARTER COMMUNICATIONS INC DEL CL A NEW 177,868 20,775 13.23 979,178
ARMSTRONG WORLD INDS INC NEW COM 121,605 43,077 54.86 2,194,243
SBA COMMUNICATIONS CORP COM 124,510 52,764 73.54 1,047,093


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