Mark Massey - AltaRock Partners Sector Allocation (Q1 2026)

As of Mar 31, 2026, the AltaRock Partners portfolio managed by Mark Massey was diversified across 5 sectors, according to the most recent SEC 13F filing dated May 15, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 38.3% of total portfolio value, followed by Consumer Cyclical and Industrials and Financial Services. Together, the top three sectors account for 82.9% of the portfolio, reflecting Mark Massey's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.