Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q3 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 Sep 30, 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 Q3 2016, the filing reported:

Increases - None reported
Reductions - Moody's Corporation

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

Date Symbol Type Change Qty
Q3 2016
BRK-B
Berkshire Hathaway Inc. New
Sell - Position Exit
-315,375
Q3 2016
IBKR
Interactive Brokers Group, Inc.
Sell - Position Exit
-7,201
Q3 2016
MCO
Moody's Corporation
Sell
-27,019
Q3 2016
WAB
Westinghouse Air Brake Technolo
Buy - Position Entry
+839,826