Mark Massey – AltaRock Partners Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the AltaRock Partners portfolio managed by Mark Massey was diversified across 5 sectors, according to the most recent SEC 13F filing dated Aug 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 27.8% of total portfolio value, followed by Industrials and Technology and Financial Services. Together, the top three sectors account for 78.4% 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.