STOCKBRIDGE PARTNERS LLC Information

200 CLARENDON STREET, BOSTON, Massachusetts, 02116, (617) 227-0050

Report Date: 06/30/2015

Position Statistics

Total Positions 16
New Positions 1
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,852

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

Sector Weighting

Basic Materials
Capital Goods 29.8%
Conglomerates
Consumer Cyclical 7.44%
Consumer/Non-Cyclical
Energy
Financial 11.42%
Healthcare
Services 26.5%
Technology 7.24%
Transportation
Utilities 9.72%

16 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ZAYO GROUP HLDGS INC COM 222 222 New 7,900
EQUINIX INC COM PAR $0.001 32,315 -9,027 (21.83) 120,229
CROWN CASTLE INTL CORP NEW COM 45,920 New 548,301
CHARTER COMMUNICATIONS INC DEL CL A NEW 177,809 20,768 13.23 979,178
SBA COMMUNICATIONS CORP COM 124,845 52,906 73.54 1,047,093
WABCO HLDGS INC COM 137,869 -58,895 (29.93) 1,180,990
TRANSDIGM GROUP INC COM 316,404 New 1,335,036
MSCI INC COM 84,009 -11,658 (12.19) 1,351,500
ARMSTRONG WORLD INDS INC NEW COM 121,802 43,147 54.86 2,194,243
MATTRESS FIRM HLDG CORP COM 142,244 6,973 5.16 2,358,162
SENSATA TECHNOLOGIES HLDG NV SHS 113,892 -210 (0.18) 2,369,293
ADVANCED DRAIN SYS INC DEL COM 81,168 3,147 4.03 2,867,102
NORD ANGLIA EDUCATION INC SHS 64,529 13,971 27.63 3,071,360
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 179,998 -332 (0.18) 3,160,086
LPL FINL HLDGS INC COM 127,616 -17,367 (11.98) 3,163,508
REALPAGE INC COM 101,814 -188 (0.19) 5,438,779


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