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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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 6 rows. Rows without a quote are marked unavailable.

1CHTRCHARTER COMMUNICATIONS38.63%Add +13.3%1,081,554$445.73M$412.12No quote
2TDGTRANSDIGM GROUP INC26.39%Reduce -3.5%584,924$304.55M$520.67No quote
3MCOMOODYS CORP18.64%Reduce -7.1%1,050,261$215.13M$204.83No quote
4MAMASTERCARD INC CL A9.34%-396,940$107.8M$271.57No quote
5VVISA INC CL A3.75%Reduce -11.0%251,516$43.26M$172.01No quote
6ORLYO'REILLY AUTO PARTS3.24%Reduce -69.6%93,918$37.43M$398.51No quote