Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2016)

According to the SEC 13F filed on Aug 17, 2026, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2016. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2016, the filing reported:

New Buys - None reported

Increases - Moody's Corporation, Transdigm Group Incorporated, Visa Inc.

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2016	MCO Moody's Corporation	Moody's Corporation	Buy	+197,429	+23.4%	$100.40K	1,039,799
Q1 2016	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+34,972	+5.0%	$160.90K	730,215
Q1 2016	V Visa Inc.	Visa Inc.	Buy	+32,100	+12.8%	$21.61K	282,516