0000909518-12-000348.txt : 20121114
0000909518-12-000348.hdr.sgml : 20121114
20121114130050
ACCESSION NUMBER: 0000909518-12-000348
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120930
FILED AS OF DATE: 20121114
DATE AS OF CHANGE: 20121114
EFFECTIVENESS DATE: 20121114
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: 121202710
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
mm11-1512stock_13fhr.txt
QUARTER ENDED 09-30-2012
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 2012
Check here if Amendment [_]; Amendment Number: 1
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 November 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: 14
-----------
Form 13F Information Table Value Total: $870,984
-----------
(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
------------------------------------------------------------------------------------------------------------------------------------
BLOUNT INTL
INC. NEW COMMON 095180105 $31,414 2,387,048 SH DEFINED 1 2,387,048 -- --
------------------------------------------------------------------------------------------------------------------------------------
CARTER INC COMMON 146229109 $41,917 778,552 SH DEFINED 1 778,552 -- --
------------------------------------------------------------------------------------------------------------------------------------
CROWN CASTLE
INTL CORP COMMON 228227104 $23,099 360,352 SH DEFINED 1 360,352 -- --
------------------------------------------------------------------------------------------------------------------------------------
LPL INVT
HLDGS INC COMMON 50213H100 $82,759 2,899,744 SH DEFINED 1 2,899,744 -- --
------------------------------------------------------------------------------------------------------------------------------------
MOTOROLA COM
SOLUTIONS INC NEW 620076307 $85,149 1,684,445 SH DEFINED 1 1,684,445 -- --
------------------------------------------------------------------------------------------------------------------------------------
MSCI INC CLASS A 55354G100 $102,664 2,868,507 SH DEFINED 1 2,868,507 -- --
------------------------------------------------------------------------------------------------------------------------------------
PROGRESSIVE
WASTE
SOLUTIONS COMMON 74339G101 $36,967 1,797,131 SH DEFINED 1 1,797,131 -- --
------------------------------------------------------------------------------------------------------------------------------------
SBA
COMMUNICATIONS
CORP COMMON 78388J106 $18,548 294,888 SH DEFINED 1 294,888 -- --
------------------------------------------------------------------------------------------------------------------------------------
SENSATA TECH.
HLDG NV SHS N7902X106 $78,880 2,649,637 SH DEFINED 1 2,649,637 -- --
------------------------------------------------------------------------------------------------------------------------------------
TRANSDIGM
GROUP INC COMMON 893641100 $122,718 865,003 SH DEFINED 1 865,003 -- --
------------------------------------------------------------------------------------------------------------------------------------
TYLER
TECHNOLOGIES
INC COMMON 902252105 $38,439 873,218 SH DEFINED 1 873,218 -- --
------------------------------------------------------------------------------------------------------------------------------------
VISA INC COMMON CL A 92826C839 $85,795 638,929 SH DEFINED 1 638,929 -- --
------------------------------------------------------------------------------------------------------------------------------------
WABCO HLDGS
INC COMMON 92927K103 $59,324 1,028,684 SH DEFINED 1 1,028,684 -- --
WABCO HLDGS INC COMMON 92927K103
------------------------------------------------------------------------------------------------------------------------------------
XYLEM INC COMMON 98419M100 $63,312 2,517,362 SH DEFINED 1 2,517,362 -- --
------------------------------------------------------------------------------------------------------------------------------------