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) 1,899

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

Sector Weighting

Basic Materials
Capital Goods 26.69%
Conglomerates
Consumer Cyclical 10.96%
Consumer/Non-Cyclical
Energy
Financial 14.45%
Healthcare
Services 21.97%
Technology 7.77%
Transportation
Utilities 10.91%

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 -38,022 Sold Out 0
VISA INC COM CL A -87,111 Sold Out 0
EQUINIX INC COM PAR $0.001 42,900 -63,815 (59.8) 153,813
CROWN CASTLE INTL CORP NEW COM 44,911 -13,403 (22.98) 548,301
NORD ANGLIA EDUCATION INC SHS 60,978 18,580 43.82 2,406,397
SBA COMMUNICATIONS CORP COM 72,838 -19,665 (21.26) 603,362
ADVANCED DRAIN SYS INC DEL COM 76,698 76,698 New 2,755,949
ARMSTRONG WORLD INDS INC NEW COM 82,892 82,892 New 1,416,965
REALPAGE INC COM 104,618 -60 (0.06) 5,448,839
MSCI INC COM 104,902 -61,335 (36.9) 1,539,050
SENSATA TECHNOLOGIES HLDG NV SHS 121,817 -70 (0.06) 2,373,672
MATTRESS FIRM HLDG CORP COM 138,702 6,805 5.16 2,242,554
CHARTER COMMUNICATIONS INC DEL CL A NEW 160,733 -27,452 (14.59) 864,808
LPL FINL HLDGS INC COM 169,458 39,315 30.21 3,594,013
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 207,178 9,764 4.95 3,165,918
WABCO HLDGS INC COM 208,107 -4,926 (2.31) 1,685,483
TRANSDIGM GROUP INC COM 302,119 New 1,335,036