BERKSHIRE PARTNERS LLC

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Also known as:

  • BERKSHIRE PARTNERS LLC (D/B/A STOCKBRIDGE INVESTORS)

Berkshire Partners is based out of Boston. Berkshire Partners is a large advisory firm with 15 clients and discretionary assets under management (AUM) of $10,326,182,608 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $1,100,659,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Berkshire Partners's largest holding is TransDigm Group Inc with shares held of 2,040,842. Whalewisdom has at least 34 13F filings, and 2 Form 4 filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.101 Billion
  • Prior Market Value $839.956 Million
  • New Purchases0 stocks
  • Additional Purchases1 stock
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:50.00%
  • Turnover Alt % [2]: 9.48 %
  • Time Held Top20:20.00 quarters
  • Time Held Top10:20.00 quarters
  • Time Held All:20.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -0.95%
Performance Last 4 Quarters: 2.23%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Berkshire Partners Holdings LLC
BPSP, L.P.

View Last Form Adv Compilation Report on Record

BERKSHIRE PARTNERS LLC
Classified as Hedge Fund
200 CLARENDON STREET 35TH FL
BOSTON MA    02116-5040
Country: United States

Business Phone: (617) 227-0050
Fax: (617) 227-6105
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 117
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,CARRIED INTEREST
Amount of client funds and securities: 0
Total Number of Clients: 15
Amount of client funds and securities by related persons: 10,326,200,000
Total Number of clients from related persons: 15
Disclosures:
Data above was derived from SEC filings.

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BERKSHIRE PARTNERS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BRING, KENNETH, SCOTT MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2013-01-01
BERKSHIRE PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2013-01-01
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
AUDAX MANAGEMENT COMPANY (NY), LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
STOCKBRIDGE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
STOCKBRIDGE PARTNERS LLC CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2016-01-01
BERKSHIRE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
ASCIONE, MICHAEL, CARL MANAGING DIRECTOR 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2007-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2007-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
CALLAGHAN, KEVIN, THOMAS MANAGING DIRECTOR 01/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HESLAM, SHARLYN, CARTER MANAGING DIRECTOR AND GENERAL COUNSEL 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC GENERAL COUNSEL direct 2006-12-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND GENERAL COUNSEL direct 2011-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND BERKSHIRE GENERAL COUNSEL direct 2011-01-01
BERKSHIRE PARTNERS LLC GENERAL COUNSEL direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR AND GENERAL COUNSEL direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
JONES, ROSS, MARSHALL MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
LUTZKER, JOSHUA, ADAM MANAGING DIRECTOR 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2010-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2010-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
WHELAN, EDWARD, JOSEPH MANAGING DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2012-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2012-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HOFFMAN, ELIZABETH, LEE MANAGING DIRECTOR 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
JANCHAR, MATTHEW, AARON MANAGING DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
PAPPAS, GREG, JOSEPH MANAGING DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BPSP, L.P. MANAGING MEMBER 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING MEMBER direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER direct 2014-01-01
MEYER, JONATHAN, JOSEPH MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
SEETHARAM, ANIL, NMN MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
SHOEMAKER, RALEIGH, ALEXANDER MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
PAYNE, MARNI, FOX MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BORDEAU, DAVID, CHILDS MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
KUO, THOMAS, YING MANAGING DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
Adams, Samantha, Allen MANAGING DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
Dacey, Christopher, William CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC CHIEF OPERATING OFFICER direct 2018-01-01
STOCKBRIDGE PARTNERS LLC CHIEF OPERATING OFFICER direct 2018-01-01
Spirn, Samuel, Whiston MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2018-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2018-01-01
Gottesman, Blake, Lanier MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2018-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2018-01-01
Souza, Eric, R DIRECTOR OF INFORMATION TECHNOLOGY & CISO 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC DIRECTOR OF INFORMATION TECHNOLOGY & CISO direct 2019-01-01
STOCKBRIDGE PARTNERS LLC DIRECTOR OF INFORMATION TECHNOLOGY & CISO direct 2019-01-01
BERKSHIRE PARTNERS HOLDINGS LLC GENERAL PARTNER BPSP, L.P. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING MEMBER indirect 2011-12-01
STOCKBRIDGE PARTNERS LLC GENERAL PARTNER indirect 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER direct 2012-01-01
BERKSHIRE PARTNERS LLC GENERAL PARTNER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BERKSHIRE FUND IX COINVESTMENT FUND, L.P. United States 805-1149380271 Private Equity Fund 588,796,771 10,000,000
BERKSHIRE FUND IX, L.P. United States 805-3092107846 Private Equity Fund 3,553,875,029 10,000,000 Master Fund
BERKSHIRE FUND IX-A, L.P. United States 805-6653635000 Private Equity Fund 1,456,247,971 10,000,000 Master Fund
BERKSHIRE FUND VIII, L.P. United States 805-7704808302 Private Equity Fund 2,260,942,382 10,000,000 Master Fund
BERKSHIRE FUND VII, L.P. United States 805-8207362671 Private Equity Fund 622,065,202 10,000,000 Master Fund
BERKSHIRE FUND VI, LIMITED PARTNERSHIP United States 805-7493345483 Private Equity Fund 718,547,070 10,000,000
BERKSHIRE FUND VII-A, L.P. United States 805-8878758160 Private Equity Fund 116,206,534 10,000,000 Master Fund
BERKSHIRE FUND IX-A COINVESTMENT FUND, L.P. United States 805-2254013003 Private Equity Fund 70,332,384 10,000,000
BERKSHIRE FUND VIII-A, L.P. United States 805-8957202151 Private Equity Fund 939,169,265 10,000,000 Master Fund

BERKSHIRE PARTNERS LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BRING, KENNETH, SCOTT MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2013-01-01
BERKSHIRE PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER direct 2013-01-01
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
AUDAX MANAGEMENT COMPANY (NY), LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
STOCKBRIDGE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
STOCKBRIDGE PARTNERS LLC CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL direct 2016-01-01
BERKSHIRE PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2012-02-01
ASCIONE, MICHAEL, CARL MANAGING DIRECTOR 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2007-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2007-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
BLOOM, BRADLEY, MARK MANAGING DIRECTOR 03/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
GB MERCHANT PARTNERS, LLC MANAGER indirect 1998-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 1986-03-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
BROCK-WILSON, JANE, ELIZABETH MANAGING DIRECTOR 01/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
CALLAGHAN, KEVIN, THOMAS MANAGING DIRECTOR 01/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HESLAM, SHARLYN, CARTER MANAGING DIRECTOR AND GENERAL COUNSEL 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC GENERAL COUNSEL direct 2006-12-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND GENERAL COUNSEL direct 2011-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR AND BERKSHIRE GENERAL COUNSEL direct 2011-01-01
BERKSHIRE PARTNERS LLC GENERAL COUNSEL direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR AND GENERAL COUNSEL direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
JONES, ROSS, MARSHALL MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
LUBIN, RICHARD, KEITH MANAGING DIRECTOR 03/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 1986-03-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
LUTZKER, JOSHUA, ADAM MANAGING DIRECTOR 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2010-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2010-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
PEELER, DAVID, RANDOLPH MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
WHELAN, EDWARD, JOSEPH MANAGING DIRECTOR 01/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2012-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2012-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2006-12-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2006-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HOFFMAN, ELIZABETH, LEE MANAGING DIRECTOR 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2011-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
JANCHAR, MATTHEW, AARON MANAGING DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
PAPPAS, GREG, JOSEPH MANAGING DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2013-01-01
BPSP, L.P. MANAGING MEMBER 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING MEMBER direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER direct 2014-01-01
MEYER, JONATHAN, JOSEPH MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
SEETHARAM, ANIL, NMN MANAGING DIRECTOR 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2014-01-01
SHOEMAKER, RALEIGH, ALEXANDER MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
PAYNE, MARNI, FOX MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BORDEAU, DAVID, CHILDS MANAGING DIRECTOR 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2015-01-01
WHITAKER, JOHN, JEFFREY CHIEF OPERATING OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
DEUTSCHE BANK SECURITIES INC. PRINCIPAL direct 2006-10-01
STOCKBRIDGE PARTNERS LLC CHIEF OPERATING OFFICER direct 2014-09-01
BERKSHIRE PARTNERS LLC CHIEF OPERATING OFFICER direct 2014-09-01
KUO, THOMAS, YING MANAGING DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
Adams, Samantha, Allen MANAGING DIRECTOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2016-01-01
BERKSHIRE PARTNERS HOLDINGS LLC GENERAL PARTNER BPSP, L.P. 01/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING MEMBER indirect 2011-12-01
STOCKBRIDGE PARTNERS LLC GENERAL PARTNER indirect 2014-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER direct 2012-01-01
BERKSHIRE PARTNERS LLC GENERAL PARTNER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BERKSHIRE FUND IX-A, L.P. United States 805-6653635000 Private Equity Fund 1,553,276,196 10,000,000 Master Fund
BERKSHIRE FUND VIII, L.P. United States 805-7704808302 Private Equity Fund 3,290,515,624 10,000,000 Master Fund
BERKSHIRE FUND VII, L.P. United States 805-8207362671 Private Equity Fund 1,465,086,396 10,000,000 Master Fund
BERKSHIRE FUND VIII-A, L.P. United States 805-8957202151 Private Equity Fund 1,366,255,974 10,000,000 Master Fund
BERKSHIRE FUND VI, LIMITED PARTNERSHIP United States 805-7493345483 Private Equity Fund 1,294,937,420 10,000,000
BERKSHIRE FUND VII-A, L.P. United States 805-8878758160 Private Equity Fund 273,561,092 10,000,000 Master Fund
BERKSHIRE FUND V, LIMITED PARTNERSHIP United States 805-4546224233 Private Equity Fund 38,303,000 10,000,000
BERKSHIRE FUND IX, L.P. United States 805-3092107846 Private Equity Fund 3,791,792,028 10,000,000 Master Fund

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