STOCKBRIDGE PARTNERS LLC

https://berkshirepartners.com/stockbridge/ BOSTON, MA Investment Advisor Hedge Fund How do I update this listing?

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Stockbridge Partners is based out of Boston. Stockbridge Partners is a hedge fund with 2 clients and discretionary assets under management (AUM) of $5,867,663,788 (Form ADV from 2022-03-31). Their last reported 13F filing for Q2 2022 included $3,820,755,000 in managed 13F securities and a top 10 holdings concentration of 85.7%. Stockbridge Partners's largest holding is TransDigm Group Inc with shares held of 1,602,348. Stockbridge Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 49 13F filings, and 13 13G filings

06/30/2022

13F Activity

  • Market Value $3.821 Billion
  • Prior Market Value $4.634 Billion
  • New Purchases1 stock
  • Additional Purchases10 stocks
  • Sold out of1 stock
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 85.70 %
  • Turnover % [1]:11.76%
  • Turnover Alt % [2]: 7.59 %
  • Time Held Top20:11.00 quarters
  • Time Held Top10:12.60 quarters
  • Time Held All:11.00 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.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 12.86%
Performance Last 4 Quarters: -26.14%
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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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

STOCKBRIDGE INVESTORS
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: DE
Number of employees: 20
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees,INCENTIVE ALLOCATION
Amount of client funds and securities: 0
Total Number of Clients: 2
Amount of client funds and securities by related persons: 5,867,660,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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STOCKBRIDGE PARTNERS LLC

ownership team - last updated 2022-03-31
Name Title Start Date Direct/Indirect % Ownership
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
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 12/01/2006 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 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
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
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
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
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
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
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
Souza, Eric, R CHIEF TECHNOLOGY OFFICER AND 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
LEVY, BENJAMIN, DAVID MANAGING DIRECTOR 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
HASAN, SAAD MANAGING DIRECTOR 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
THOMPSON, TERRY, H MANAGING DIRECTOR AND CHIEF OPERATING OFFICER 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC CHIEF OPERATING OFFICER direct 2020-07-01
STOCKBRIDGE PARTNERS LLC CHIEF OPERATING OFFICER direct 2020-07-01
JOHNSON, JOSHUA, B. MANAGING DIRECTOR 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
HUPP, JUSTIN, G MANAGING DIRECTOR 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
NUGER, JONATHAN, D MANAGING DIRECTOR 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2022-01-01
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
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 12/01/2006 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
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
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
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
GOOCH, MATTHEW, BRIAN MANAGING DIRECTOR, BUSINESS DEVELOPMENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT direct 2020-01-01
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
JONES, ROSS, MARSHALL MANAGING DIRECTOR 12/01/2006 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 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
OFOSU-AMAAH, NII AMAAH, KORANTENG MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS 01/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS direct 2022-01-01
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT AND INVESTOR RELATIONS direct 2022-01-01
BERNER, MATTHEW, JOHN MANAGING DIRECTOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2021-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2021-01-01
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 01/01/2016 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 12/01/2006 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 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 12/01/2006 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
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
STOCKBRIDGE FUND, L.P. United States 805-7124553493 Hedge Fund 5,249,577,147 5,000,000 Master Fund

STOCKBRIDGE PARTNERS LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
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
THOMPSON, TERRY, H CHIEF OPERATING OFFICER 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC CHIEF OPERATING OFFICER direct 2020-07-01
STOCKBRIDGE PARTNERS LLC CHIEF OPERATING OFFICER direct 2020-07-01
HASAN, SAAD MANAGING DIRECTOR 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
LEVY, BENJAMIN, DAVID MANAGING DIRECTOR 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2020-01-01
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
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
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
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
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
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
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
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
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
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 12/01/2006 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 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
JONES, ROSS, MARSHALL MANAGING DIRECTOR 12/01/2006 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 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 12/01/2006 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
CALLAGHAN, KEVIN, THOMAS MANAGING DIRECTOR 12/01/2006 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 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
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
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 01/01/2016 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
BERNER, MATTHEW, JOHN MANAGING DIRECTOR 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR direct 2021-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR direct 2021-01-01
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
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
GOOCH, MATTHEW, BRIAN MANAGING DIRECTOR, BUSINESS DEVELOPMENT 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT direct 2020-01-01
STOCKBRIDGE PARTNERS LLC MANAGING DIRECTOR, BUSINESS DEVELOPMENT direct 2020-01-01
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
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
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
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
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 12/01/2006 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
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
STOCKBRIDGE FUND, L.P. United States 805-7124553493 Hedge Fund 4,749,686,121 5,000,000 Master Fund

STOCKBRIDGE PARTNERS LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STOCKBRIDGE FUND, L.P. United States 805-7124553493 Hedge Fund 3,150,550,640 5,000,000 Master Fund

STOCKBRIDGE PARTNERS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 12/01/2006 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
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
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
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
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
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
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
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
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
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
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
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 12/01/2006 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 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
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 12/01/2006 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 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
CALLAGHAN, KEVIN, THOMAS MANAGING DIRECTOR 12/01/2006 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 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
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
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 01/01/2016 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
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
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
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
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
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
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
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 12/01/2006 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
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
STOCKBRIDGE FUND, L.P. United States 805-7124553493 Hedge Fund 2,122,665,965 5,000,000 Master Fund

STOCKBRIDGE PARTNERS LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BROCK-WILSON, JANE, ELIZABETH MANAGING DIRECTOR 12/01/2006 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 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
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
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
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
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
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
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
SMALL, ROBERT, JOSHUA MANAGING DIRECTOR 12/01/2006 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 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
PEELER, DAVID, RANDOLPH MANAGING DIRECTOR 12/01/2006 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 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
LUBIN, RICHARD, KEITH MANAGING DIRECTOR 12/01/2006 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 1986-03-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
HESLAM, SHARLYN, CARTER MANAGING DIRECTOR AND BERKSHIRE 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
HADLEY, CHRISTOPHER, JOHN MANAGING DIRECTOR 12/01/2006 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
CALLAGHAN, KEVIN, THOMAS MANAGING DIRECTOR 12/01/2006 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 1994-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
JONES, ROSS, MARSHALL MANAGING DIRECTOR 12/01/2006 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 2000-01-01
BERKSHIRE PARTNERS LLC MANAGING MEMBER indirect 2012-01-01
BLOOM, BRADLEY, MARK MANAGING DIRECTOR 12/01/2006 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
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
ACKERMAN, REUBEN, BENJAMIN CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 01/01/2016 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
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
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
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
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
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
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
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
HAMELSKY, LAWRENCE, SCOTT MANAGING DIRECTOR 12/01/2006 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
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
STOCKBRIDGE FUND, L.P. United States 805-7124553493 Hedge Fund 1,745,281,321 5,000,000
STOCKBRIDGE MASTER FUND (OS), L.P. United States 805-2644371305 Hedge Fund 173,808,748 5,000,000 Master Fund

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