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) 1,680

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

Sector Weighting

Basic Materials
Capital Goods 21.77%
Conglomerates
Consumer Cyclical 3.69%
Consumer/Non-Cyclical
Energy
Financial 19.95%
Healthcare
Services 32%
Technology 12.77%
Transportation
Utilities 9.83%

15 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CARTER'S, INC. COM -28,964 Sold Out 0
WABCO HLDGS INC COM 61,998 -4,766 (7.14) 670,252
SENSATA TECHNOLOGIES HLDG NV SHS 132,133 -1,681 (1.26) 3,022,938
DOLLAR GEN CORP NEW COM 105,030 784 .75 1,751,964
MATTRESS FIRM HLDG CORP COM 162,582 2,857 1.79 2,784,416
REALPAGE INC COM 104,920 3,910 3.87 6,440,766
SBA COMMUNICATIONS CORP COM 56,583 6,222 12.36 522,469
CROWN CASTLE INTL CORP COM 93,842 12,944 16.00 1,160,842
EQUINIX INC COM NEW 109,550 14,432 15.17 530,828
VISA INC COM CL A 70,794 14,973 26.82 343,659
CHARTER COMMUNICATIONS INC DEL CL A NEW 119,353 15,660 15.10 829,991
MSCI INC COM 131,499 22,706 20.87 3,029,222
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 165,073 37,459 29.35 2,369,354
LPL FINL HLDGS INC COM 132,755 38,436 40.75 3,124,393
TRANSDIGM GROUP INC COM 233,431 50,672 27.73 1,335,036