STOCKBRIDGE PARTNERS LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 16
New Positions 1
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,852

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

Sector Weighting

Basic Materials
Capital Goods 29.8%
Conglomerates
Consumer Cyclical 7.44%
Consumer/Non-Cyclical
Energy
Financial 11.42%
Healthcare
Services 26.5%
Technology 7.24%
Transportation
Utilities 9.72%

16 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ZAYO GROUP HLDGS INC COM 222 222 New 7,900
EQUINIX INC COM PAR $0.001 32,315 -9,027 (21.83) 120,229
CROWN CASTLE INTL CORP NEW COM 45,920 New 548,301
NORD ANGLIA EDUCATION INC SHS 64,529 13,971 27.63 3,071,360
ADVANCED DRAIN SYS INC DEL COM 81,168 3,147 4.03 2,867,102
MSCI INC COM 84,009 -11,658 (12.19) 1,351,500
REALPAGE INC COM 101,814 -188 (0.19) 5,438,779
SENSATA TECHNOLOGIES HLDG NV SHS 113,892 -210 (0.18) 2,369,293
ARMSTRONG WORLD INDS INC NEW COM 121,802 43,147 54.86 2,194,243
SBA COMMUNICATIONS CORP COM 124,845 52,906 73.54 1,047,093
LPL FINL HLDGS INC COM 127,616 -17,367 (11.98) 3,163,508
WABCO HLDGS INC COM 137,869 -58,895 (29.93) 1,180,990
MATTRESS FIRM HLDG CORP COM 142,244 6,973 5.16 2,358,162
CHARTER COMMUNICATIONS INC DEL CL A NEW 177,809 20,768 13.23 979,178
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 179,998 -332 (0.18) 3,160,086
TRANSDIGM GROUP INC COM 316,404 New 1,335,036


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