AltaRock Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CHTRCharter Comm Inc Del CL A New | 23.56% | 547,937 | $148M | held | — | 2 q |
| TDGTransDigm Group Incorporated | 20.22% | 439,148 | $127M | held | — | 8 q |
| MCOMoody's Corporation | 16.64% | 965,000 | $104M | trimmed−3% | −0.25 pp | 8 q |
| LBTYKLiberty Global Ltd. Class C | 16.62% | 3,157,834 | $104M | trimmed−10% | −1.74 pp | 8 q |
| WABWabtec Inc. | 10.92% | 839,826 | $69M | new | +10.92 pp | new |
| MAMastercard Incorporated | 6.54% | 403,690 | $41M | held | — | 8 q |
| VVISA Inc. | 3.72% | 282,516 | $23M | held | — | 8 q |
| 1LGEUSDLiberty Global PLC Lilac - C | 1.78% | 398,745 | $11M | held | — | 5 q |
| BRK.BBERKSHIRE HATHAWAY Class B | — | −315,375 | — | exited | −8.30 pp | — |
| IBKRInteractive Brokers Group, Inc. Class A | — | −7,201 | — | exited | −0.05 pp | — |
