STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 15
New Positions 0
Increased Positions 12
Decreased Positions 3
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,794

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

Sector Weighting

Basic Materials
Capital Goods 22.06%
Conglomerates
Consumer Cyclical 3.51%
Consumer/Non-Cyclical
Energy
Financial 20.27%
Healthcare
Services 31.86%
Technology 12%
Transportation
Utilities 10.29%

15 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CARTER'S, INC. COM -30,035 Sold Out 0
VISA INC COM CL A 74,069 15,666 26.82 343,659
SBA COMMUNICATIONS CORP COM 59,164 6,506 12.36 522,469
EQUINIX INC COM NEW 115,052 15,156 15.17 530,828
WABCO HLDGS INC COM 63,010 -4,844 (7.14) 670,252
CHARTER COMMUNICATIONS INC DEL CL A NEW 134,616 17,662 15.10 829,991
CROWN CASTLE INTL CORP COM 92,542 12,765 16.00 1,160,842
TRANSDIGM GROUP INC COM 253,256 54,976 27.73 1,335,036
DOLLAR GEN CORP NEW COM 111,425 831 .75 1,751,964
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 184,667 41,905 29.35 2,369,354
MATTRESS FIRM HLDG CORP COM 173,803 3,055 1.79 2,784,416
SENSATA TECHNOLOGIES HLDG NV SHS 142,562 -1,813 (1.26) 3,022,938
MSCI INC COM 140,223 24,212 20.87 3,029,222
LPL FINL HLDGS INC COM 149,346 43,240 40.75 3,124,393
REALPAGE INC COM 100,283 3,737 3.87 6,440,766


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