Mark Massey – AltaRock Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the AltaRock Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – None reported
Increases – Amazon.com, Inc. (AMZN), Hilton Worldwide Holdings Inc. (HLT), Moody's Corporation (MCO)
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.
AltaRock Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2015Mar 31, 2015 | MCO Moody's Corporation | Buy | +214,800+98.8% |
Q1 2015Mar 31, 2015 | TDG Transdigm Group Incorporated | Buy | +76,666+49.4% |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Buy | +52,000+20.0% |
Q1 2015Mar 31, 2015 | DPZ Domino's Pizza Inc | Sell - Position Exit | -76,498-100.0% |
Q4 2014Dec 31, 2014 | MA Mastercard Incorporated | Buy - Position Entry | +259,690 |
Q4 2014Dec 31, 2014 | MCO Moody's Corporation | Buy - Position Entry | +217,416 |
Q4 2014Dec 31, 2014 | TDG Transdigm Group Incorporated | Buy - Position Entry | +155,084 |
Q4 2014Dec 31, 2014 | DPZ Domino's Pizza Inc | Buy - Position Entry | +76,498 |
Q4 2014Dec 31, 2014 | V Visa Inc. | Buy - Position Entry | +65,344 |