Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q1 2021)

According to the SEC 13F filed on May 14, 2021, the AltaRock Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Charter Communications, Inc., Meta Platforms, Inc.

Reductions - Transdigm Group Incorporated

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 2021	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+137,451	+15.4%	$636.85K	1,032,139
Q1 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+465,800	+27.2%	$641.39K	2,177,682
Q1 2021	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-72,962	-7.1%	$560.03K	952,563