Stockbridge Partners as of Sept. 30, 2014
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 13.7 | $246M | 1.3M | 184.33 | |
MarkWest Energy Partners | 11.9 | $214M | 2.8M | 76.82 | |
WABCO Holdings | 8.9 | $160M | 1.8M | 90.95 | |
Charter Communications | 8.0 | $144M | 948k | 151.37 | |
Crown Castle International | 7.1 | $128M | 1.6M | 80.53 | |
Msci (MSCI) | 6.9 | $125M | 2.7M | 47.02 | |
Lpl Financial Holdings (LPLA) | 6.9 | $124M | 2.7M | 46.05 | |
Mattress Firm Holding | 6.8 | $123M | 2.1M | 60.06 | |
Sensata Technologies Hldg Bv | 6.7 | $121M | 2.7M | 44.53 | |
RealPage | 6.1 | $110M | 7.1M | 15.50 | |
Lumber Liquidators Holdings (LLFLQ) | 5.9 | $107M | 1.9M | 57.38 | |
Equinix | 4.1 | $74M | 348k | 212.48 | |
Visa (V) | 3.6 | $65M | 305k | 213.37 | |
SBA Communications Corporation | 2.4 | $43M | 391k | 110.90 | |
Nord Anglia Education | 0.9 | $17M | 1.0M | 17.00 |