Mark Massey Holdings Activity

AltaRock Partners Portfolio 13F

AltaRock Partners has disclosed a total of 5 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 2 position(s).

What stocks is Mark Massey buying now?

In the recent quarter Mark Massey has purchased 3 securities: (AMZN) AMAZONCOM INC (added shares +20.63%), (HLT) HILTON WORLDWIDE HOLDINGS IN (added shares +98.79%) and (MCO) MOODY'S CORP (added shares +0.14%).

What does Mark Massey invest in?

Mark Massey's top 5 holdings (by % of portfolio) are (TDG) TRANSDIGM GROUP INC (27.21%), (AMZN) AMAZONCOM INC (25.14%), (MSFT) MICROSOFT CORP (23.42%), (MCO) MOODY'S CORP (8.72%) and (MA) MASTERCARD INC - A (6.01%).

In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (added shares +20.63%) and (MCO) MOODY'S CORP (added shares +0.14%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q4 (6 results)
CHTR
CHARTER COMMUNICATIONS INC-A
-3.17%
-10,940
-0.12%
$339.10
20.79% $268.59
3.56%
V
VISA INC-CLASS A SHARES
-3.46%
-59,981
-0.39%
$207.76
65.35% $343.53
10.93%
TDG
TRANSDIGM GROUP INC
-6.17%
-92,655
-1.83%
$629.65
121.49% $1,394.62
27.90%
GOOGL
ALPHABET INC-CL A
-8.18%
-573,183
-1.59%
$88.23
125.95% $199.36
17.83%
MA
MASTERCARD INC - A
-8.27%
-27,153
-0.30%
$347.73
69.36% $588.92
3.29%
MSFT
MICROSOFT CORP
-9.17%
-258,380
-1.95%
$239.82
110.65% $505.17
19.30%
2022 Q3 (1 result)
CHTR
CHARTER COMMUNICATIONS INC-A
-40.71%
-237,146
-2.36%
$303.35
11.46% $268.59
3.43%
2022 Q2 (3 results)
MA
MASTERCARD INC - A
-1.11%
-2,800
-0.03%
$315.48
86.67% $588.92
2.42%
CHTR
CHARTER COMMUNICATIONS INC-A
-9.05%
-57,997
-0.84%
$468.53
42.67% $268.59
8.42%
META
META PLATFORMS INC-CLASS A
-100.00%
-108,039
-0.74%
$222.36
233.97% $742.62
0.00%
2022 Q1 (2 results)
CHTR
CHARTER COMMUNICATIONS INC-A
-52.53%
-708,929
-9.86%
$545.52
50.76% $268.59
8.91%
META
META PLATFORMS INC-CLASS A
-79.58%
-421,150
-2.39%
$222.36
233.97% $742.62
0.00%
2021 Q4 (1 result)
META
META PLATFORMS INC-CLASS A
-72.67%
-1,406,849
-12.47%
$336.35
120.79% $742.62
4.69%
2021 Q3 (4 results)
CHTR
CHARTER COMMUNICATIONS INC-A
-1.23%
-14,850
-0.29%
$727.56
63.08% $268.59
23.35%
GOOGL
ALPHABET INC-CL A
-10.64%
-680,800
-2.45%
$133.68
49.14% $199.36
20.62%
META
META PLATFORMS INC-CLASS A
-13.38%
-299,144
-2.74%
$339.39
118.81% $742.62
17.72%
MCO
MOODY'S CORP
-46.07%
-105,358
-1.01%
$355.11
44.43% $512.89
1.18%
2021 Q1 (1 result)
TDG
TRANSDIGM GROUP INC
-7.11%
-72,962
-1.63%
$587.92
137.21% $1,394.62
21.29%
2020 Q4 (6 results)
V
VISA INC-CLASS A SHARES
-0.02%
-2
-0.00%
$218.70
57.08% $343.53
0.08%
GOOGL
ALPHABET INC-CL A
-11.35%
-819,380
-3.01%
$87.63
127.50% $199.36
23.50%
TDG
TRANSDIGM GROUP INC
-16.28%
-199,436
-5.17%
$618.85
125.36% $1,394.62
26.60%
CHTR
CHARTER COMMUNICATIONS INC-A
-18.32%
-200,723
-5.57%
$661.55
59.40% $268.59
24.81%
MA
MASTERCARD INC - A
-54.45%
-210,691
-3.15%
$356.94
64.99% $588.92
2.64%
MCO
MOODY'S CORP
-65.61%
-436,187
-5.31%
$290.24
76.71% $512.89
2.78%
2020 Q3 (3 results)
CHTR
CHARTER COMMUNICATIONS INC-A
-4.84%
-55,695
-1.64%
$624.34
56.98% $268.59
32.26%
MA
MASTERCARD INC - A
-6.07%
-25,000
-0.40%
$338.17
74.15% $588.92
6.17%
MCO
MOODY'S CORP
-9.60%
-70,639
-0.97%
$289.85
76.95% $512.89
9.09%
2020 Q2 (2 results)
MCO
MOODY'S CORP
-50.50%
-750,230
-10.57%
$274.73
86.69% $512.89
10.36%
V
VISA INC-CLASS A SHARES
-95.92%
-200,000
-1.98%
$193.17
77.84% $343.53
0.08%
2020 Q1 (3 results)
MA
MASTERCARD INC - A
-8.82%
-35,000
-0.54%
$241.56
143.80% $588.92
5.55%
V
VISA INC-CLASS A SHARES
-17.10%
-43,000
-0.44%
$161.12
113.21% $343.53
2.13%
ORLY
O'REILLY AUTOMOTIVE INC
-100.00%
-1,408,770
-2.61%
$29.22
254.72% $103.64
0.00%
2019 Q3 (4 results)
TDG
TRANSDIGM GROUP INC
-3.47%
-21,000
-0.95%
$520.67
167.85% $1,394.62
26.39%
MCO
MOODY'S CORP
-7.08%
-80,000
-1.42%
$204.83
150.40% $512.89
18.64%
V
VISA INC-CLASS A SHARES
-10.97%
-31,000
-0.46%
$172.01
99.72% $343.53
3.75%
ORLY
O'REILLY AUTOMOTIVE INC
-69.58%
-3,222,165
-7.42%
$26.57
290.11% $103.64
3.24%
2019 Q2 (1 result)
TDG
TRANSDIGM GROUP INC
-5.69%
-36,561
-1.53%
$483.80
188.26% $1,394.62
25.29%
2018 Q4 (3 results)
MA
MASTERCARD INC - A
-0.34%
-1,350
-0.03%
$188.65
212.17% $588.92
8.91%
ORLY
O'REILLY AUTOMOTIVE INC
-1.56%
-73,500
-0.20%
$22.96
351.48% $103.64
12.65%
BKNG
BOOKING HOLDINGS INC
-100.00%
-120,083
-28.35%
$1,984.00
182.74% $5,609.51
0.00%
2018 Q3 (1 result)
ORLY
O'REILLY AUTOMOTIVE INC
-5.84%
-291,750
-0.62%
$23.15
347.60% $103.64
10.01%
2018 Q2 (1 result)
WAB
WABTEC CORP
-100.00%
-666,426
-5.61%
$81.40
137.22% $193.10
0.00%
2018 Q1 (3 results)
WAB
WABTEC CORP
-2.91%
-20,000
-0.19%
$81.40
137.22% $193.10
0.00%
TDG
TRANSDIGM GROUP INC
-7.78%
-45,100
-1.58%
$306.94
354.36% $1,394.62
18.77%
PCLN
PRICELINECOM INC+
-100.00%
-94,263
-18.75%
$1,737.74
-
0.00%
2017 Q4 (2 results)
TDG
TRANSDIGM GROUP INC
-10.36%
-67,000
-2.42%
$274.62
407.84% $1,394.62
20.91%
MCO
MOODY'S CORP
-10.67%
-115,529
-2.24%
$147.61
247.46% $512.89
18.75%
2017 Q3 (1 result)
CHTR
CHARTER COMMUNICATIONS INC-A
-43.35%
-177,964
-9.46%
$363.42
26.09% $268.59
12.36%
2017 Q2 (1 result)
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,254,232
-6.19%
$35.04
67.95% $11.23
0.00%
49 of 121

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.