STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 8
Decreased Positions 9
Positions with Activity 17
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,509

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

Sector Weighting

Basic Materials
Capital Goods 21.33%
Conglomerates
Consumer Cyclical 4.76%
Consumer/Non-Cyclical
Energy
Financial 18.88%
Healthcare
Services 33.14%
Technology 13.29%
Transportation
Utilities 8.6%

18 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
MOTOROLA SOLUTIONS INC COM NEW -90,233 Sold Out 0
TIME WARNER CABLE INC COM -102,425 Sold Out 0
XYLEM INC COM -61,001 Sold Out 0
VISA INC COM CL A 58,004 -45,504 (43.96) 270,973
CARTER'S, INC. COM 29,443 29,443 New 374,787
EQUINIX INC COM NEW 99,439 4,287 4.51 460,899
SBA COMMUNICATIONS CORP COM 50,668 -14,417 (22.15) 465,014
CHARTER COMMUNICATIONS INC DEL CL A NEW 116,651 116,651 New 721,093
WABCO HLDGS INC COM 71,853 -20,542 (22.23) 721,781
CROWN CASTLE INTL CORP COM 74,554 26,821 56.19 1,000,721
TRANSDIGM GROUP INC COM 178,578 New 1,045,233
DOLLAR GEN CORP NEW COM 98,908 16,003 19.30 1,738,894
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 129,776 129,776 New 1,831,695
LPL FINL HLDGS INC COM 110,302 -39,393 (26.32) 2,219,796
MSCI INC COM 116,687 -1,987 (1.67) 2,506,171
MATTRESS FIRM HLDG CORP COM 130,072 -606 (0.46) 2,735,481
SENSATA TECHNOLOGIES HLDG NV SHS 143,426 14,159 10.95 3,061,391
REALPAGE INC COM 101,134 65,910 187.12 6,200,744