0000909518-12-000266.txt : 20120814 0000909518-12-000266.hdr.sgml : 20120814 20120814142013 ACCESSION NUMBER: 0000909518-12-000266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120814 DATE AS OF CHANGE: 20120814 EFFECTIVENESS DATE: 20120814 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: 121031779 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 mm08-1412stock_13fhr.txt FOR QUARTER ENDED 06-30-2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 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: Robert J. Small Title: Managing Director Phone: 617-227-0050 Signature, Place, and Date of Signing: /s/ Robert J. Small Boston, MA August 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: $773,286 ----------- (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 ---- --------------------- -------------------------
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 ------------------------------------------------------------------------------------------------------------------------------------ BLACKBAUD INC COMMON 09227Q100 $4,929 192,030 SH DEFINED 1 192,030 -- -- ------------------------------------------------------------------------------------------------------------------------------------ BLOUNT INTL INC. NEW COMMON 095180105 $34,970 2,387,048 SH DEFINED 1 2,407,048 -- -- ------------------------------------------------------------------------------------------------------------------------------------ CARTER INC COMMON 146229109 $40,952 778,552 SH DEFINED 1 778,552 -- -- ------------------------------------------------------------------------------------------------------------------------------------ CROWN CASTLE INTL CORP COMMON 228227104 $23,264 396,585 SH DEFINED 1 396,585 -- -- ------------------------------------------------------------------------------------------------------------------------------------ LPL INVT HLDGS INC COMMON 50213H100 $84,254 2,494,945 SH DEFINED 1 2,494,945 -- -- ------------------------------------------------------------------------------------------------------------------------------------ MOTOROLA COM SOLUTIONS INC NEW 620076307 $65,021 1,351,514 SH DEFINED 1 1,351,514 -- -- ------------------------------------------------------------------------------------------------------------------------------------ MSCI INC CLASS A 55354G100 $73,566 2,162,420 SH DEFINED 1 2,162,420 -- -- ------------------------------------------------------------------------------------------------------------------------------------ PROGRESSIVE WASTE SOLUTIONS COMMON 74339G101 $34,981 1,848,906 SH DEFINED 1 1,848,906 -- -- ------------------------------------------------------------------------------------------------------------------------------------ SBA COMMUNICATIONS CORP COMMON 78388J106 $47,559 833,636 SH DEFINED 1 833,636 -- -- ------------------------------------------------------------------------------------------------------------------------------------ SENSATA TECH. HLDG NV SHS N7902X106 $49,856 1,861,691 SH DEFINED 1 1,861,691 -- -- ------------------------------------------------------------------------------------------------------------------------------------ TRANSDIGM GROUP INC COMMON 893641100 $116,170 865,003 SH DEFINED 1 865,003 -- -- ------------------------------------------------------------------------------------------------------------------------------------ TYLER TECHNOLOGIES INC COMMON 902252105 $28,476 705,725 SH DEFINED 1 705,725 -- -- ------------------------------------------------------------------------------------------------------------------------------------ VISA INC COMMON CL A 92826C839 $69,751 564,190 SH DEFINED 1 564,190 -- -- ------------------------------------------------------------------------------------------------------------------------------------ WABCO HLDGS INC COMMON 92927K103 $50,242 949,209 SH DEFINED 1 949,209 -- -- ------------------------------------------------------------------------------------------------------------------------------------ XYLEM INC COMMON 98419M100 $49,295 1,958,477 SH DEFINED 1 1,958,477 -- -- ------------------------------------------------------------------------------------------------------------------------------------