STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 16
New Positions 2
Increased Positions 7
Decreased Positions 8
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,911

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

Sector Weighting

Basic Materials
Capital Goods 21.71%
Conglomerates
Consumer Cyclical 9.06%
Consumer/Non-Cyclical
Energy
Financial 17.67%
Healthcare
Services 29.79%
Technology 11.79%
Transportation
Utilities 8.91%

16 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
DOLLAR GEN CORP NEW COM -121,761 Sold Out 0
NORD ANGLIA EDUCATION INC SHS 20,425 20,425 New 1,005,646
SBA COMMUNICATIONS CORP COM 46,276 -15,573 (25.18) 390,914
VISA INC COM CL A 78,826 -9,938 (11.2) 305,184
EQUINIX INC COM NEW 80,264 -42,145 (34.43) 348,066
LUMBER LIQUIDATORS HLDGS INC COM 109,002 109,002 New 1,867,430
LPL FINL HLDGS INC COM 114,499 -18,256 (13.75) 2,694,732
MATTRESS FIRM HLDG CORP COM 125,525 -44,659 (26.24) 2,053,743
SENSATA TECHNOLOGIES HLDG NV SHS 136,680 -15,404 (10.13) 2,716,749
CROWN CASTLE INTL CORP NEW COM 137,749 36,953 36.66 1,586,424
MSCI INC COM 144,278 -19,966 (12.16) 2,660,974
REALPAGE INC COM 145,004 13,806 10.52 7,118,517
CHARTER COMMUNICATIONS INC DEL CL A NEW 150,699 18,788 14.24 948,209
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 170,231 25,630 17.72 2,789,306
WABCO HLDGS INC COM 173,151 107,312 162.99 1,762,713
TRANSDIGM GROUP INC COM 278,222 New 1,335,036