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) 1,948

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

Sector Weighting

Basic Materials
Capital Goods 21.23%
Conglomerates
Consumer Cyclical 9.55%
Consumer/Non-Cyclical
Energy
Financial 17.05%
Healthcare
Services 29.27%
Technology 12.39%
Transportation
Utilities 9.51%

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 -122,392 Sold Out 0
VISA INC COM CL A 81,676 -10,297 (11.2) 305,184
EQUINIX INC COM NEW 81,155 -42,613 (34.43) 348,066
SBA COMMUNICATIONS CORP COM 44,279 -14,901 (25.18) 390,914
CHARTER COMMUNICATIONS INC DEL CL A NEW 158,787 19,797 14.24 948,209
NORD ANGLIA EDUCATION INC SHS 19,570 19,570 New 1,005,646
TRANSDIGM GROUP INC COM 267,822 New 1,335,036
CROWN CASTLE INTL CORP NEW COM 125,407 33,642 36.66 1,586,424
WABCO HLDGS INC COM 186,090 115,331 162.99 1,762,713
LUMBER LIQUIDATORS HLDGS INC COM 119,347 119,347 New 1,867,430
MATTRESS FIRM HLDG CORP COM 122,383 -43,541 (26.24) 2,053,743
MSCI INC COM 128,844 -17,831 (12.16) 2,660,974
LPL FINL HLDGS INC COM 121,613 -19,391 (13.75) 2,694,732
SENSATA TECHNOLOGIES HLDG NV SHS 145,889 -16,442 (10.13) 2,716,749
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 185,210 27,885 17.72 2,789,306
REALPAGE INC COM 160,238 15,256 10.52 7,118,517


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