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) 1,940

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

Sector Weighting

Basic Materials
Capital Goods 21.93%
Conglomerates
Consumer Cyclical 10.65%
Consumer/Non-Cyclical
Energy
Financial 17.77%
Healthcare
Services 27.78%
Technology 10.14%
Transportation
Utilities 9.8%

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 60,379 -74,165 (55.12) 711,935
REALPAGE INC COM 108,767 -33,247 (23.41) 5,451,981
SENSATA TECHNOLOGIES HLDG NV SHS 134,665 -19,375 (12.58) 2,375,040
MSCI INC COM 145,311 -13,230 (8.35) 2,438,916
VISA INC COM CL A 75,780 -4,227 (5.28) 1,156,244
WABCO HLDGS INC COM 206,597 -4,470 (2.12) 1,725,380
TRANSDIGM GROUP INC COM 290,864 New 1,335,036
LPL FINL HLDGS INC COM 123,629 2,932 2.43 2,760,190
MATTRESS FIRM HLDG CORP COM 143,690 5,309 3.84 2,132,535
LUMBER LIQUIDATORS HLDGS INC COM 60,205 3,137 5.50 1,970,074
CHARTER COMMUNICATIONS INC DEL CL A NEW 182,251 11,574 6.78 1,012,508
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 190,114 14,332 8.15 3,016,718
EQUINIX INC COM PAR $0.001 87,896 7,936 9.93 382,613
NORD ANGLIA EDUCATION INC SHS 37,596 14,999 66.38 1,673,151
SBA COMMUNICATIONS CORP COM 92,518 45,319 96.02 766,261