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) 1,926

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

Sector Weighting

Basic Materials
Capital Goods 21.61%
Conglomerates
Consumer Cyclical 11.19%
Consumer/Non-Cyclical
Energy
Financial 17.65%
Healthcare
Services 26.48%
Technology 10.47%
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 58,108 -71,376 (55.12) 711,935
REALPAGE INC COM 103,206 -31,548 (23.41) 5,451,981
SENSATA TECHNOLOGIES HLDG NV SHS 129,440 -18,623 (12.58) 2,375,040
MSCI INC COM 151,310 -13,776 (8.35) 2,438,916
VISA INC COM CL A 76,266 -4,254 (5.28) 1,156,244
WABCO HLDGS INC COM 215,517 -4,663 (2.12) 1,725,380
TRANSDIGM GROUP INC COM 286,939 New 1,335,036
LPL FINL HLDGS INC COM 112,340 2,664 2.43 2,760,190
MATTRESS FIRM HLDG CORP COM 122,834 4,538 3.84 2,132,535
LUMBER LIQUIDATORS HLDGS INC COM 53,645 2,795 5.50 1,970,074
CHARTER COMMUNICATIONS INC DEL CL A NEW 188,023 11,940 6.78 1,012,508
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 200,129 15,087 8.15 3,016,718
EQUINIX INC COM PAR $0.001 98,400 8,885 9.93 382,613
NORD ANGLIA EDUCATION INC SHS 42,682 17,028 66.38 1,673,151
SBA COMMUNICATIONS CORP COM 87,538 42,880 96.02 766,261


Create your free portfolio