STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 8
Decreased Positions 6
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,936

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

Sector Weighting

Basic Materials
Capital Goods 21.73%
Conglomerates
Consumer Cyclical 10.4%
Consumer/Non-Cyclical
Energy
Financial 17.68%
Healthcare
Services 28.27%
Technology 10%
Transportation
Utilities 10.08%

15 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CROWN CASTLE INTL CORP NEW COM 61,098 -75,049 (55.12) 711,935
REALPAGE INC COM 107,840 -32,964 (23.41) 5,451,981
SENSATA TECHNOLOGIES HLDG NV SHS 133,073 -19,146 (12.58) 2,375,040
MSCI INC COM 138,482 -12,608 (8.35) 2,438,916
VISA INC COM CL A 79,130 -4,414 (5.28) 289,061
WABCO HLDGS INC COM 201,300 -4,356 (2.12) 1,725,380
TRANSDIGM GROUP INC COM 287,473 New 1,335,036
LPL FINL HLDGS INC COM 124,705 2,957 2.43 2,760,190
LUMBER LIQUIDATORS HLDGS INC COM 70,213 3,658 5.50 1,970,074
MATTRESS FIRM HLDG CORP COM 131,791 4,869 3.84 2,132,535
EQUINIX INC COM PAR $0.001 85,640 7,733 9.93 382,613
CHARTER COMMUNICATIONS INC DEL CL A NEW 188,063 11,943 6.78 1,012,508
NORD ANGLIA EDUCATION INC SHS 35,621 14,211 66.38 1,673,151
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 195,212 14,716 8.15 3,016,718
SBA COMMUNICATIONS CORP COM 96,120 47,084 96.02 766,261