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) 1,923

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

Sector Weighting

Basic Materials
Capital Goods 21.01%
Conglomerates
Consumer Cyclical 9.64%
Consumer/Non-Cyclical
Energy
Financial 17.03%
Healthcare
Services 28.98%
Technology 12.62%
Transportation
Utilities 9.77%

16 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CHARTER COMMUNICATIONS INC DEL CL A NEW 153,894 19,187 14.24 948,209
CROWN CASTLE INTL CORP NEW COM 121,409 32,570 36.66 1,586,424
DOLLAR GEN CORP NEW COM -124,898 Sold Out 0
LPL FINL HLDGS INC COM 120,320 -19,184 (13.75) 2,694,732
LUMBER LIQUIDATORS HLDGS INC COM 118,096 118,096 New 1,867,430
MATTRESS FIRM HLDG CORP COM 119,405 -42,481 (26.24) 2,053,743
MSCI INC COM 126,583 -17,518 (12.16) 2,660,974
REALPAGE INC COM 163,156 15,534 10.52 7,118,517
SBA COMMUNICATIONS CORP COM 44,423 -14,950 (25.18) 390,914
TRANSDIGM GROUP INC COM 262,108 New 1,335,036
WABCO HLDGS INC COM 185,420 114,916 162.99 1,762,713
VISA INC COM CL A 80,617 -10,164 (11.2) 305,184
EQUINIX INC COM NEW 79,429 -41,706 (34.43) 348,066
NORD ANGLIA EDUCATION INC SHS 18,112 18,112 New 1,005,646
SENSATA TECHNOLOGIES HLDG NV SHS 141,896 -15,992 (10.13) 2,716,749
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 187,804 28,275 17.72 2,789,306