Mark Massey Holdings Activity

AltaRock Partners Portfolio 13F

AltaRock Partners has disclosed a total of 8 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 6 position(s).

What stocks is Mark Massey buying now?

In the recent quarter Mark Massey has purchased 2 securities: (MCO) MOODY'S CORP (added shares +135.35%) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +15.28%).

What does Mark Massey invest in?

Mark Massey's top 5 holdings (by % of portfolio) are (TDG) TRANSDIGM GROUP INC (27.93%), (MSFT) MICROSOFT CORP (16.7%), (GOOGL) ALPHABET INC-CL A (15.14%), (AMZN) AMAZONCOM INC (15.03%) and (V) VISA INC-CLASS A SHARES (10.61%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -5.53%), (MSFT) MICROSOFT CORP (reduced shares -9.98%), (GOOGL) ALPHABET INC-CL A (reduced shares -7.59%), (AMZN) AMAZONCOM INC (reduced shares -3.6%) and (V) VISA INC-CLASS A SHARES (reduced shares -12.07%).

2020 Q2 (6 results)
GOOGL
+23.82%
+1,386,000
+5.04%
$70.90
138.55% $169.14
26.19%
CHTR
+5.07%
+55,552
+1.45%
$510.04
46.15% $274.65
30.10%
MA
+13.81%
+29,500
+0.76%
$295.70
54.81% $457.76
6.24%
MCO
-50.50%
-750,230
-10.57%
$274.73
44.68% $397.48
10.36%
TDG
+18.04%
+182,265
+4.13%
$442.05
189.69% $1,280.56
27.02%
V
-95.92%
-114,999
-1.98%
$193.17
44.64% $279.39
0.08%
2020 Q1 (7 results)
GOOGL
+26.50%
+1,218,860
+4.50%
$58.10
191.13% $169.14
21.47%
CHTR
+1.29%
+14,000
+0.39%
$436.31
37.05% $274.65
30.35%
MA
-8.82%
-21,700
-0.54%
$241.56
89.50% $457.76
5.55%
MCO
+41.46%
+435,463
+5.85%
$211.50
87.93% $397.48
19.95%
ORLY
-100.00%
-93,918
-2.61%
$438.27
131.08% $1,012.75
0.00%
TDG
+72.68%
+425,143
+8.64%
$320.19
299.94% $1,280.56
20.54%
V
-17.10%
-26,015
-0.44%
$161.12
73.41% $279.39
2.13%
2019 Q4 (1 result)
GOOGL
buy
+3,059,000
+19.06%
$66.97
152.56% $169.14
19.06%
2019 Q3 (5 results)
CHTR
+13.35%
+88,534
+4.55%
$412.12
33.36% $274.65
38.63%
MCO
-7.08%
-80,000
-1.42%
$204.83
94.05% $397.48
18.64%
ORLY
-69.58%
-146,071
-7.42%
$398.51
154.14% $1,012.75
3.24%
TDG
-3.47%
-21,000
-0.95%
$520.67
145.94% $1,280.56
26.39%
V
-10.97%
-31,000
-0.46%
$172.01
62.43% $279.39
3.75%
2019 Q2 (2 results)
CHTR
+10.97%
+68,379
+3.22%
$395.18
30.50% $274.65
32.53%
TDG
-5.69%
-36,561
-1.53%
$483.80
164.69% $1,280.56
25.29%
2018 Q4 (6 results)
BKNG
-100.00%
-120,083
-28.35%
$1,984.00
88.76% $3,745.00
0.00%
CHTR
+12.16%
+73,202
+3.16%
$284.97
3.62% $274.65
29.16%
MA
-0.34%
-1,350
-0.03%
$188.65
142.65% $457.76
8.91%
MCO
+16.89%
+163,354
+2.72%
$140.04
183.83% $397.48
18.84%
ORLY
-1.56%
-3,773
-0.20%
$344.33
194.12% $1,012.75
12.65%
TDG
+20.22%
+108,054
+4.37%
$340.06
276.57% $1,280.56
26.00%
2018 Q3 (3 results)
BKNG
+16.04%
+16,600
+3.03%
$1,984.00
88.76% $3,745.00
0.00%
CHTR
+11.68%
+65,362
+2.40%
$325.88
15.72% $274.65
22.95%
ORLY
-5.84%
-15,560
-0.62%
$347.32
191.59% $1,012.75
10.01%
2018 Q2 (4 results)
BKNG
+1.27%
+1,300
+0.27%
$2,027.09
84.75% $3,745.00
21.69%
CHTR
+16.43%
+96,884
+2.94%
$293.21
6.33% $274.65
20.81%
ORLY
buy
+333,079
+9.42%
$273.57
270.20% $1,012.75
9.42%
WAB
-100.00%
-573,126
-5.61%
$81.40
102.58% $164.90
0.00%
2018 Q1 (5 results)
BKNG
buy
+89,410
+24.33%
$2,080.39
80.01% $3,745.00
24.33%
CHTR
+34.56%
+134,755
+5.39%
$311.22
11.75% $274.65
21.00%
PCLN
-100.00%
-94,263
-18.75%
$1,737.74
-
0.00%
TDG
-7.78%
-45,100
-1.58%
$306.94
317.20% $1,280.56
18.77%
WAB
-2.91%
-17,200
-0.19%
$81.40
102.58% $164.90
0.00%
2017 Q4 (4 results)
CHTR
+88.37%
+205,530
+9.07%
$335.96
18.25% $274.65
19.33%
MCO
-10.67%
-115,529
-2.24%
$147.61
169.28% $397.48
18.75%
PCLN
+18.70%
+14,850
+3.39%
$1,737.74
-
0.00%
TDG
-10.36%
-60,635
-2.42%
$274.62
366.30% $1,280.56
20.91%
2017 Q3 (2 results)
CHTR
-43.35%
-177,964
-9.46%
$363.42
24.43% $274.65
12.36%
TDG
+13.00%
+74,367
+2.78%
$255.65
400.90% $1,280.56
24.17%
2017 Q2 (3 results)
CHTR
+6.48%
+24,875
+1.19%
$336.85
18.46% $274.65
19.48%
LBTYK
-100.00%
-1,254,232
-6.19%
$35.04
50.66% $17.29
0.00%
TDG
+6.73%
+36,094
+1.37%
$268.87
376.27% $1,280.56
21.67%
48 of 195

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.