Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2020)

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, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - Charter Communications, Inc., Alphabet Inc., Moody's Corporation, Transdigm Group Incorporated

Reductions - Mastercard Incorporated, Visa Inc.

Complete Exits - O'Reilly Automotive, Inc.

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 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+14,000	+1.3%	$478.00K	1,095,554
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+60,943	+26.5%	$338.06K	290,943
Q1 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-35,000	-8.8%	$87.43K	361,940
Q1 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+435,463	+41.5%	$314.23K	1,485,724
Q1 2020	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell - Position Exit	-93,918	-100.0%	$0.00	-
Q1 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+425,143	+72.7%	$323.41K	1,010,067
Q1 2020	V Visa Inc.	Visa Inc.	Sell	-43,000	-17.1%	$33.60K	208,516