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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 7 of 7 rows. Rows without a quote are marked unavailable.

1CHTRCHARTER COMMUNICATIONS32.45%-1,081,554$524.64M$485.08No quote
2TDGTRANSDIGM GROUP INC20.26%-584,924$327.56M$560.00No quote
3GOOGLALPHABET INC - CL A19.06%New230,000$308.06M$1339.39No quote
4MCOMOODYS CORP15.42%-1,050,261$249.34M$237.41No quote
5MAMASTERCARD INC CL A7.33%-396,940$118.52M$298.59No quote
6VVISA INC CL A2.92%-251,516$47.26M$187.90No quote
7ORLYO'REILLY AUTO PARTS2.55%-93,918$41.16M$438.27No quote