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) 1,523

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

Sector Weighting

Basic Materials
Capital Goods 21.4%
Conglomerates
Consumer Cyclical 5.01%
Consumer/Non-Cyclical
Energy
Financial 18.79%
Healthcare
Services 32.61%
Technology 13.22%
Transportation
Utilities 8.97%

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 -91,541 Sold Out 0
TIME WARNER CABLE INC COM -101,404 Sold Out 0
XYLEM INC COM -62,508 Sold Out 0
CARTER'S, INC. COM 27,427 27,427 New 374,787
SBA COMMUNICATIONS CORP COM 48,589 -13,826 (22.15) 465,014
VISA INC COM CL A 59,939 -47,022 (43.96) 270,973
WABCO HLDGS INC COM 76,299 -21,813 (22.23) 721,781
CROWN CASTLE INTL CORP COM 76,655 27,577 56.19 1,000,721
DOLLAR GEN CORP NEW COM 97,065 15,704 19.30 1,738,894
EQUINIX INC COM NEW 99,328 4,282 4.51 460,899
REALPAGE INC COM 101,940 66,435 187.12 6,200,744
LPL FINL HLDGS INC COM 108,948 -38,910 (26.32) 2,219,796
MSCI INC COM 117,339 -1,998 (1.67) 2,506,171
CHARTER COMMUNICATIONS INC DEL CL A NEW 117,632 117,632 New 721,093
MATTRESS FIRM HLDG CORP COM 129,197 -602 (0.46) 2,735,481
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 136,663 136,663 New 1,831,695
SENSATA TECHNOLOGIES HLDG NV SHS 146,304 14,443 10.95 3,061,391
TRANSDIGM GROUP INC COM 179,571 New 1,045,233