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 ------------------------------------------------------------------------------------------------------------------------------------ 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 -- -- ------------------------------------------------------------------------------------------------------------------------------------