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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 7 rows. Rows without a quote are marked unavailable.

1CHTRCHARTER COMMUNICATIONS29.16%Add +12.2%859,850$245.03M$284.97No quote
2TDGTRANSDIGM GROUP INC26.00%Add +20.2%642,485$218.48M$340.06No quote
3MCOMOODYS CORP18.84%Add +16.9%1,130,261$158.28M$140.04No quote
4ORLYO'REILLY AUTO PARTS12.65%Reduce -1.6%308,729$106.31M$344.33No quote
5MAMASTERCARD INC CL A8.91%Reduce -0.3%396,940$74.88M$188.65No quote
6VVISA INC CL A4.44%-282,516$37.28M$131.94No quote
7BKNGBOOKING HOLDINGS INC-Sold0$0No quoteNo quote