Mark Massey - AltaRock Partners Portfolio Allocation (Sep 30, 2025)

As of Sep 30, 2025, the AltaRock Partners portfolio managed by Mark Massey was diversified across 5 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. 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 32.9% of total portfolio value, followed by Consumer Cyclical and Technology and Industrials. Together, the top three sectors account for 80.8% 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.