STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,839

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

Sector Weighting

Basic Materials
Capital Goods 26.31%
Conglomerates
Consumer Cyclical 10.68%
Consumer/Non-Cyclical
Energy
Financial 14.46%
Healthcare
Services 22.22%
Technology 7.94%
Transportation
Utilities 11.06%

17 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
LUMBER LIQUIDATORS HLDGS INC COM -37,392 Sold Out 0
VISA INC COM CL A -85,400 Sold Out 0
EQUINIX INC COM PAR $0.001 42,551 -63,295 (59.8) 153,813
CROWN CASTLE INTL CORP NEW COM 45,268 -13,510 (22.98) 548,301
SBA COMMUNICATIONS CORP COM 70,014 -18,903 (21.26) 603,362
CHARTER COMMUNICATIONS INC DEL CL A NEW 157,291 -26,864 (14.59) 864,808
TRANSDIGM GROUP INC COM 289,609 New 1,335,036
ARMSTRONG WORLD INDS INC NEW COM 76,771 76,771 New 1,416,965
MSCI INC COM 101,162 -59,148 (36.9) 1,539,050
WABCO HLDGS INC COM 196,409 -4,649 (2.31) 1,685,483
MATTRESS FIRM HLDG CORP COM 136,078 6,676 5.16 2,242,554
SENSATA TECHNOLOGIES HLDG NV SHS 117,378 -68 (0.06) 2,373,672
NORD ANGLIA EDUCATION INC SHS 58,740 17,899 43.82 2,406,397
ADVANCED DRAIN SYS INC DEL COM 75,899 75,899 New 2,755,949
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 203,442 9,588 4.95 3,165,918
LPL FINL HLDGS INC COM 164,750 38,222 30.21 3,594,013
REALPAGE INC COM 103,473 -60 (0.06) 5,448,839


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