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Focused investors/AltaRock Partners

AltaRock Partners

As of Q2 2026, AltaRock Partners reported 8 long-equity positions worth $4.24B in aggregate.

Copy-investor backtest

Latest quarter
+5.60%
1-year
+0.27%
3-year
+56.65%
5-year
+48.54%
3-year vs S&P 500
-15.78%
5-year vs S&P 500
-24.74%
5-year top 5
+43.44%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
AMZNAMAZON.COM INCReduce -24.3%32.21%5,729,972$1.37B$238.34$204.90 - $278.56(45%)$210.57 -> $238.72
MCOMOODYS CORPReduce -64.9%3.23%302,624$137.06M$452.92$424.40 - $482.54(49%)$438.78 -> $452.92
TDGTRANSDIGM GROUP INCReduce -3.7%27.51%875,755$1.17B$1332.04$1123.61 - $1361.77(88%)$1173.27 -> $1332.04
GOOGLALPHABET INC-CL AReduce -3.2%0.35%41,994$15.01M$357.37$289.45 - $408.61(57%)$297.39 -> $357.37
HLTHILTON WORLDWIDEReduce -0.9%0.12%15,202$5.02M$330.46$299.06 - $358.00(53%)$308.26 -> $330.47