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) 1,791

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

Sector Weighting

Basic Materials
Capital Goods 22.37%
Conglomerates
Consumer Cyclical 3.86%
Consumer/Non-Cyclical
Energy
Financial 20.67%
Healthcare
Services 30.72%
Technology 12.31%
Transportation
Utilities 10.07%

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 -31,302 Sold Out 0
WABCO HLDGS INC COM 69,049 -5,309 (7.14) 670,252
SENSATA TECHNOLOGIES HLDG NV SHS 149,787 -1,905 (1.26) 3,022,938
DOLLAR GEN CORP NEW COM 111,285 830 .75 1,751,964
MATTRESS FIRM HLDG CORP COM 159,993 2,812 1.79 2,784,416
REALPAGE INC COM 105,113 3,917 3.87 6,440,766
SBA COMMUNICATIONS CORP COM 57,529 6,326 12.36 522,469
CHARTER COMMUNICATIONS INC DEL CL A NEW 128,873 16,909 15.10 829,991
EQUINIX INC COM NEW 115,322 15,192 15.17 530,828
CROWN CASTLE INTL CORP COM 92,368 12,741 16.00 1,160,842
MSCI INC COM 141,586 24,447 20.87 3,029,222
VISA INC COM CL A 74,481 15,753 26.82 343,659
TRANSDIGM GROUP INC COM 250,867 54,457 27.73 1,335,036
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 180,379 40,932 29.35 2,369,354
LPL FINL HLDGS INC COM 154,001 44,588 40.75 3,124,393


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