STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 16
New Positions 2
Increased Positions 7
Decreased Positions 8
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,926

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

Sector Weighting

Basic Materials
Capital Goods 21.12%
Conglomerates
Consumer Cyclical 9.6%
Consumer/Non-Cyclical
Energy
Financial 16.91%
Healthcare
Services 29.02%
Technology 12.54%
Transportation
Utilities 9.84%

16 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
DOLLAR GEN CORP NEW COM -120,115 Sold Out 0
EQUINIX INC COM NEW 81,482 -42,785 (34.43) 348,066
MATTRESS FIRM HLDG CORP COM 116,879 -41,583 (26.24) 2,053,743
SBA COMMUNICATIONS CORP COM 44,232 -14,885 (25.18) 390,914
LPL FINL HLDGS INC COM 118,514 -18,896 (13.75) 2,694,732
MSCI INC COM 127,434 -17,635 (12.16) 2,660,974
VISA INC COM CL A 79,857 -10,068 (11.2) 305,184
SENSATA TECHNOLOGIES HLDG NV SHS 142,765 -16,090 (10.13) 2,716,749
LUMBER LIQUIDATORS HLDGS INC COM 119,254 119,254 New 1,867,430
NORD ANGLIA EDUCATION INC SHS 18,504 18,504 New 1,005,646
TRANSDIGM GROUP INC COM 264,070 New 1,335,036
REALPAGE INC COM 160,167 15,249 10.52 7,118,517
CHARTER COMMUNICATIONS INC DEL CL A NEW 156,104 19,462 14.24 948,209
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 189,617 28,548 17.72 2,789,306
CROWN CASTLE INTL CORP NEW COM 122,631 32,897 36.66 1,586,424
WABCO HLDGS INC COM 184,926 114,610 162.99 1,762,713


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