0000909518-12-000184.txt : 20120515
0000909518-12-000184.hdr.sgml : 20120515
20120515142011
ACCESSION NUMBER: 0000909518-12-000184
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120331
FILED AS OF DATE: 20120515
DATE AS OF CHANGE: 20120515
EFFECTIVENESS DATE: 20120515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stockbridge Partners LLC
CENTRAL INDEX KEY: 0001505183
IRS NUMBER: 208051585
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14383
FILM NUMBER: 12843367
BUSINESS ADDRESS:
STREET 1: 200 CLARENDON STREET
STREET 2: 35TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 617 227-0050
MAIL ADDRESS:
STREET 1: 200 CLARENDON STREET
STREET 2: 35TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: Stockbridge Partners LLC (D/B/A Stockbridge Investors)
DATE OF NAME CHANGE: 20120313
FORMER COMPANY:
FORMER CONFORMED NAME: Stockbridge Partners LLC
DATE OF NAME CHANGE: 20101108
13F-HR
1
mm05-1412stock_13fhr.txt
FOR QUARTER ENDED 03-31-2012
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2012
Check here if Amendment [_]; Amendment Number: _____
This Amendment (Check only one.): [_] is a restatement.
[_] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Stockbridge Partners LLC
Address: 200 Clarendon Street, 35th Floor
Boston, MA 02116
Form 13F File Number: 028-14383
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Sharlyn C. Heslam
Title: Managing Director
Phone: 617-227-0050
Signature, Place, and Date of Signing:
/s/ Sharlyn C. Heslam Boston, MA May 14, 2012
---------------------- ------------ ---------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[_] 13F NOTICE. (Check here if no holdings reported are in this re- port, and
all holdings are reported by other reporting manager(s).)
[_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
-----------
Form 13F Information Table Entry Total: 15
-----------
Form 13F Information Table Value Total: $648,977
-----------
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
1 028-14378 Berkshire Partners LLC
---- --------------------- -------------------------
[Repeat as necessary.]
STOCKBRIDGE PARTNERS LLC
FORM 13F INFORMATION TABLE
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8
Voting Authority
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Shrs or
Name of Title of Value Prn Shrs / Investment Other
Issuer Class CUSIP (x$1,000) Amount Prn Discretion Manager Sole Shared None
------------------------------------------------------------------------------------------------------------------------------------
BLOUNT INTL
INC. NEW COMMON 095180105 $40,150 2,407,048 SH DEFINED 1 2,407,048 -- --
------------------------------------------------------------------------------------------------------------------------------------
CARTER INC COMMON 146229109 $78,157 1,570,364 SH DEFINED 1 1,570,364 -- --
------------------------------------------------------------------------------------------------------------------------------------
CROWN CASTLE
INTL CORP COMMON 228227104 $21,866 409,932 SH DEFINED 1 409,932 -- --
------------------------------------------------------------------------------------------------------------------------------------
LPL INVT
HLDGS INC COMMON 50213H100 $69,081 1,820,794 SH DEFINED 1 1,820,794 -- --
------------------------------------------------------------------------------------------------------------------------------------
MOTOROLA COM
SOLUTIONS INC NEW 620076307 $46,276 910,416 SH DEFINED 1 910,416 -- --
------------------------------------------------------------------------------------------------------------------------------------
MSCI INC CLASS A 55354G100 $63,611 1,728,096 SH DEFINED 1 1,728,096 -- --
------------------------------------------------------------------------------------------------------------------------------------
NATIONAL
CINEMEDIA, INC COMMON 635309107 $17,226 1,125,866 SH DEFINED 1 1,125,866 -- --
------------------------------------------------------------------------------------------------------------------------------------
PROGRESSIVE
WASTE
SOLUTIONS COMMON 74339G101 $40,084 1,848,906 SH DEFINED 1 1,848,906 -- --
------------------------------------------------------------------------------------------------------------------------------------
SBA
COMMUNICATIONS
CORP COMMON 78388J106 $21,995 432,887 SH DEFINED 1 432,887 -- --
------------------------------------------------------------------------------------------------------------------------------------
SENSATA TECH.
HLDG NV SHS N7902X106 $47,685 1,424,283 SH DEFINED 1 1,424,283 -- --
------------------------------------------------------------------------------------------------------------------------------------
TRANSDIGM
GROUP INC COMMON 893641100 $88,344 763,162 SH DEFINED 1 763,162 -- --
------------------------------------------------------------------------------------------------------------------------------------
TYLER
TECHNOLOGIES
INC COMMON 902252105 $23,535 612,725 SH DEFINED 1 612,725 -- --
------------------------------------------------------------------------------------------------------------------------------------
VISA INC COMMON CL A 92826C839 $54,722 463,745 SH DEFINED 1 463,745 -- --
------------------------------------------------------------------------------------------------------------------------------------
WABCO HLDGS
INC COMMON 92927K103 $17,021 281,428 SH DEFINED 1 281,428 -- --
------------------------------------------------------------------------------------------------------------------------------------
XYLEM INC COMMON 98419M100 $19,225 692,788 SH DEFINED 1 692,788 -- --
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