Mark Massey - AltaRock Partners 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 2019, the filing reported:

New Buys - None reported

Increases - Charter Communications, Inc.

Reductions - Moody's Corporation, O'Reilly Automotive, Inc., Transdigm Group Incorporated, Visa Inc.

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
Q3 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+127,388	+13.4%	$445.73K	1,081,554
Q3 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-80,000	-7.1%	$215.12K	1,050,261
Q3 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-214,811	-69.6%	$37.43K	93,918
Q3 2019	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-21,000	-3.5%	$304.55K	584,924
Q3 2019	V Visa Inc.	Visa Inc.	Sell	-31,000	-11.0%	$43.26K	251,516