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) 1,881

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

Sector Weighting

Basic Materials
Capital Goods 27.47%
Conglomerates
Consumer Cyclical 11.78%
Consumer/Non-Cyclical
Energy
Financial 13.27%
Healthcare
Services 21.1%
Technology 7.78%
Transportation
Utilities 11.01%

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 -41,569 Sold Out 0
VISA INC COM CL A -80,209 Sold Out 0
EQUINIX INC COM PAR $0.001 41,256 -61,369 (59.8) 153,813
CROWN CASTLE INTL CORP NEW COM 45,005 -13,431 (22.98) 548,301
NORD ANGLIA EDUCATION INC SHS 62,278 18,976 43.82 2,406,397
SBA COMMUNICATIONS CORP COM 68,512 -18,497 (21.26) 603,362
ADVANCED DRAIN SYS INC DEL COM 80,419 80,419 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 80,625 80,625 New 1,416,965
MSCI INC COM 96,976 -56,701 (36.9) 1,539,050
REALPAGE INC COM 104,999 -61 (0.06) 5,448,839
MATTRESS FIRM HLDG CORP COM 128,835 6,321 5.16 2,242,554
SENSATA TECHNOLOGIES HLDG NV SHS 130,528 -75 (0.06) 2,373,672
LPL FINL HLDGS INC COM 152,710 35,429 30.21 3,594,013
CHARTER COMMUNICATIONS INC DEL CL A NEW 154,498 -26,387 (14.59) 864,808
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 207,178 9,764 4.95 3,165,918
WABCO HLDGS INC COM 221,607 -5,246 (2.31) 1,685,483
TRANSDIGM GROUP INC COM 305,603 New 1,335,036