Stockbridge Partners as of Dec. 31, 2014
Portfolio Holdings for Stockbridge Partners
Stockbridge Partners holds 15 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
TransDigm Group Incorporated (TDG) | 13.9 | $262M | 1.3M | 196.35 | |
MarkWest Energy Partners | 10.7 | $203M | 3.0M | 67.19 | |
WABCO Holdings | 9.6 | $181M | 1.7M | 104.78 | |
Charter Communications | 8.9 | $169M | 1.0M | 166.62 | |
Lumber Liquidators Holdings (LLFLQ) | 6.9 | $131M | 2.0M | 66.31 | |
Sensata Technologies Hldg Bv | 6.6 | $125M | 2.4M | 52.41 | |
Mattress Firm Holding | 6.6 | $124M | 2.1M | 58.08 | |
Lpl Financial Holdings (LPLA) | 6.5 | $123M | 2.8M | 44.55 | |
RealPage | 6.3 | $120M | 5.5M | 21.96 | |
Msci (MSCI) | 6.1 | $116M | 2.4M | 47.44 | |
Equinix | 4.6 | $87M | 383k | 226.73 | |
SBA Communications Corporation | 4.5 | $85M | 766k | 110.76 | |
Visa (V) | 4.0 | $76M | 289k | 262.20 | |
Crown Castle Intl (CCI) | 3.0 | $56M | 712k | 78.70 | |
Nord Anglia Education | 1.7 | $32M | 1.7M | 19.08 |