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) 1,954

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

Sector Weighting

Basic Materials
Capital Goods 21.78%
Conglomerates
Consumer Cyclical 11.17%
Consumer/Non-Cyclical
Energy
Financial 17.43%
Healthcare
Services 26.62%
Technology 10.38%
Transportation
Utilities 10.39%

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 59,176 -72,688 (55.12) 711,935
REALPAGE INC COM 103,697 -31,698 (23.41) 5,451,981
SENSATA TECHNOLOGIES HLDG NV SHS 131,648 -18,941 (12.58) 2,375,040
MSCI INC COM 152,237 -13,861 (8.35) 2,438,916
WABCO HLDGS INC COM 218,209 -4,722 (2.12) 1,725,380
VISA INC COM CL A 75,826 -4,229 (5.28) 1,156,244
TRANSDIGM GROUP INC COM 294,082 New 1,335,036
LPL FINL HLDGS INC COM 112,630 2,671 2.43 2,760,190
LUMBER LIQUIDATORS HLDGS INC COM 54,551 2,842 5.50 1,970,074
MATTRESS FIRM HLDG CORP COM 127,547 4,713 3.84 2,132,535
EQUINIX INC COM PAR $0.001 99,147 8,952 9.93 382,613
CHARTER COMMUNICATIONS INC DEL CL A NEW 189,835 12,055 6.78 1,012,508
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 203,116 15,312 8.15 3,016,718
NORD ANGLIA EDUCATION INC SHS 43,502 17,355 66.38 1,673,151
SBA COMMUNICATIONS CORP COM 89,139 43,664 96.02 766,261


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