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

As of Mar 31, 2021, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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